Position in UDR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,367
+$2,518 QoQ
Shares Held
410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#438
of 521 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026JNBA Financial Advisors holds $39,373 across 3 REIT - Residential names. UDR ranks #2 (41.6% of the industry book) .
All Filings in UDR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,367 | 410 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,849 | 410 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $15,038 | 410 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $15,276 | 410 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $16,740 | 410 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||