Heritage Wealth Advisors

Position in UDR — UDR, Inc.

CIK 1591122 RICHMOND, VA

Position in UDR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$769,976

+$118,428 QoQ

Shares Held

19,288

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#264

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

Heritage Wealth Advisors holds $774,650 across 4 REIT - Residential names. UDR ranks #1 (99.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UDR	UDR, Inc. This page	19,288	$769,976
2	MRP	Millrose Properties, Inc.	83	$2,494
3	MAA	Mid America Apartment Communities Inc.	15	$2,084
4	ELME	Elme Communities	65	$96

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$769,976	19,288	0.0%	Shares	Sole	2026-08-14
2026-03-31	$651,548	19,288	-3.1%	Shares	Sole	2026-05-14
2025-12-31	$730,408	19,913	0.0%	Shares	Sole	2026-02-13
2025-09-30	$741,958	19,913	0.0%	Shares	Sole	2025-11-13
2025-06-30	$813,047	19,913	0.0%	Shares	Sole	2025-08-11
2025-03-31	$899,470	19,913	0.0%	Shares	Sole	2025-05-08
2024-12-31	$864,423	19,913	0.0%	Shares	Sole	2025-02-12
2024-09-30	$902,855	19,913	0.0%	Shares	Sole	2024-11-12
2024-06-30	$819,419	19,913	-1.6%	Shares	Sole	2024-12-12
2024-03-31	$757,066	20,237	+0.2%	Shares	Sole	2024-12-12
2023-12-31	$773,381	20,198	-68.1%	Shares	Sole	2024-12-12
2023-09-30	$2,258,909	63,328	0.0%	Shares	Sole	2024-12-12
2023-06-30	$2,720,570	63,328	0.0%	Shares	Sole	2024-12-12
2023-03-31	$2,600,247	63,328	0.0%	Shares	Sole	2023-05-04
2022-12-31	$2,452,693	63,328	-0.2%	Shares	Sole	2024-12-12
2022-09-30	$2,645,998	63,438	-0.5%	Shares	Sole	2024-12-12
2022-06-30	$2,934,957	63,748	-0.0%	Shares	Sole	2022-08-04
2022-03-31	$3,658,943	63,778	-5.7%	Shares	Sole	2022-05-11
2021-12-31	$4,056,283	67,616	-12.0%	Shares	Sole	2022-03-28
2021-09-30	$4,068,599	76,795	0.0%	Shares	Sole	2021-11-02
2021-06-30	$3,761,419	76,795	0.0%	Shares	Sole	2021-08-09
2021-03-31	$3,368,228	76,795	0.0%	Shares	Sole	2021-04-27
2020-12-31	$2,951,231	76,795	0.0%	Shares	Sole	2021-02-01
2020-09-30	$2,504,284	76,795	0.0%	Shares	Sole	2020-11-03
2020-06-30	$2,870,597	76,795	+11.0%	Shares	Sole	2020-07-17
2020-03-31	$2,527,471	69,170	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.