IRON Financial LLC

Position in UDR — UDR, Inc.

CIK 1595509 NORTHBROOK, IL

Position in UDR

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$269,618

+$55,353 QoQ

Shares Held

6,754

+6.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#348

of 517 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

IRON Financial LLC holds $1,068,834 across 4 REIT - Residential names. UDR ranks #3 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INVH	Invitation Homes Inc.	9,160	$276,723
2	VMRK	Vivmark Residential	4,008	$272,263
3	UDR	UDR, Inc. This page	6,754	$269,618
4	MAA	Mid America Apartment Communities Inc.	1,801	$250,230

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,618	6,754	+6.5%	Shares	Sole	2026-07-22
2026-03-31	$214,265	6,343	-2.1%	Shares	Sole	2026-04-27
2025-12-31	$237,649	6,479	-3.0%	Shares	Sole	2026-01-22
2025-09-30	$248,822	6,678	-66.2%	Shares	Sole	2025-10-24
2025-06-30	$805,575	19,730	-0.2%	Shares	Sole	2025-07-25
2025-03-31	$893,372	19,778	+11.9%	Shares	Sole	2025-04-25
2024-12-31	$767,228	17,674	+3.0%	Shares	Sole	2025-01-22
2024-09-30	$778,170	17,163	—	Shares	Sole	2024-10-28
No filing history on record for this holder in this stock.