Allworth Financial LP

Position in UDR — UDR, Inc.

CIK 1555170 FOLSOM, CA

Position in UDR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$105,508

+$27,038 QoQ

Shares Held

2,643

+13.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#393

of 521 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Allworth Financial LP holds $10,191,128 across 19 REIT - Residential names. UDR ranks #7 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	41,083	$5,708,072
2			22,199	$1,499,708
3	AMH	American Homes 4 Rent	32,101	$1,076,025
4	ESS	Essex Property Trust, Inc.	3,371	$982,949
5	INVH	Invitation Homes Inc.	7,324	$221,258
6	MRP	Millrose Properties, Inc.	5,249	$157,732
7	UDR	UDR, Inc. This page	2,643	$105,508
8	VMRK	Vivmark Residential	1,524	$103,525

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$105,508	2,643	+13.8%	Shares	Sole	2026-08-11
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.