Arax Advisory Partners

Position in UDR — UDR, Inc.

CIK 1586767 DENVER, CO

Position in UDR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$637,402

+$449,890 QoQ

Shares Held

15,967

+187.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#279

of 517 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

Arax Advisory Partners holds $46,845,353 across 20 REIT - Residential names. UDR ranks #9 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPT	Camden Property Trust	152,966	$17,513,077
2	VMRK	Vivmark Residential	214,970	$14,602,912
3	MAA	Mid America Apartment Communities Inc.	32,655	$4,537,085
4	ESS	Essex Property Trust, Inc.	13,336	$3,888,644
5	INVH	Invitation Homes Inc.	45,962	$1,388,512
6	AMH	American Homes 4 Rent	38,174	$1,279,592
7	AVB	Avalonbay Communities Inc	10,253	$692,681
8	SUI	Sun Communities Inc	5,363	$643,077

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$637,402	15,967	+187.6%	Shares	Sole	2026-08-10
2026-03-31	$187,512	5,551	+1.5%	Shares	Sole	2026-05-13
2025-12-31	$200,676	5,471	-67.0%	Shares	Sole	2026-02-13
2025-09-30	$617,808	16,581	+5301.0%	Shares	Sole	2025-11-14
2025-06-30	$12,534	307	+23.3%	Shares	Sole	2025-08-12
2025-03-31	$11,247	249	+88.6%	Shares	Sole	2025-05-15
2024-12-31	$5,730	132	0.0%	Shares	Sole	2025-02-05
2024-09-30	$5,984	132	0.0%	Shares	Sole	2024-11-06
2024-06-30	$5,431	132	+325.8%	Shares	Sole	2024-08-06
2023-12-31	$1,186	31	+82.4%	Shares	Sole	2024-02-06
2023-09-30	$606	17	-34.6%	Shares	Sole	2023-11-14
2023-06-30	$1,116	26	-95.1%	Shares	Sole	2023-08-14
2020-09-30	$17,283	530	+1.0%	Shares	Sole	2020-11-12
2020-06-30	$19,624	525	0.0%	Shares	Sole	2020-08-06
2020-03-31	$19,183	525	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.