Allworth Financial LP

Position in UDR — UDR, Inc.

CIK 1555170 FOLSOM, CA

Position in UDR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$78,470

+$11,713 QoQ

Shares Held

2,323

+27.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Allworth Financial LP holds $7,495,951 across 19 REIT - Residential names. UDR ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	34,434	$4,205,080
2	AVB	Avalonbay Communities Inc	6,852	$1,119,274
3	ESS	Essex Property Trust, Inc.	3,258	$788,436
4	AMH	American Homes 4 Rent	23,653	$660,391
5	INVH	Invitation Homes Inc.	7,155	$177,801
6	MRP	Millrose Properties, Inc.	4,704	$131,712
7	EQR	Equity Residential	1,580	$93,457
8	UDR	UDR, Inc. This page	2,323	$78,470

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$78,470	2,323	+27.6%	Shares	Sole	2026-05-15
2025-12-31	$66,757	1,820	+23.1%	Shares	Sole	2026-02-05
2025-09-30	$55,070	1,478	-17.8%	Shares	Sole	2025-12-02
2025-06-30	$73,412	1,798	-1.2%	Shares	Sole	2025-08-07
2025-03-31	$82,164	1,819	-0.2%	Shares	Sole	2025-04-30
2024-12-31	$79,093	1,822	+1.1%	Shares	Sole	2025-01-30
2024-09-30	$81,702	1,802	+4.6%	Shares	Sole	2024-10-23
2024-06-30	$70,860	1,722	+1.3%	Shares	Sole	2024-07-24
2024-03-31	$63,597	1,700	-12.5%	Shares	Sole	2024-04-25
2023-12-31	$74,397	1,943	+20.1%	Shares	Sole	2024-01-24
2023-09-30	$57,714	1,618	-0.7%	Shares	Sole	2023-10-31
2023-06-30	$69,981	1,629	-0.9%	Shares	Sole	2023-07-18
2023-03-31	$67,502	1,644	+3.3%	Shares	Sole	2023-04-18
2022-12-31	$61,658	1,592	-44.3%	Shares	Sole	2023-01-13
2022-09-30	$119,248	2,859	+78.7%	Shares	Sole	2022-11-14
2022-06-30	$73,664	1,600	-5.6%	Shares	Sole	2022-07-13
2022-03-31	$97,242	1,695	+16.5%	Shares	Sole	2022-04-22
2021-12-31	$87,285	1,455	+11.1%	Shares	Sole	2022-01-21
2021-09-30	$69,403	1,310	+110.3%	Shares	Sole	2021-11-02
2021-06-30	$30,514	623	-80.6%	Shares	Sole	2021-08-02
2021-03-31	$141,053	3,216	+416.2%	Shares	Sole	2021-04-29
2020-12-31	$23,941	623	-19.5%	Shares	Sole	2021-01-26
2020-09-30	$25,240	774	0.0%	Shares	Sole	2020-11-03
2020-06-30	$28,932	774	+486.4%	Shares	Sole	2020-07-24
2020-03-31	$4,823	132	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.