WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in UDR — UDR, Inc.

CIK 1632972 PLYMOUTH, MN

Position in UDR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,253,328

+$656,436 QoQ

Shares Held

31,396

+77.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#225

of 517 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $52,897,174 across 15 REIT - Residential names. UDR ranks #11 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	140,661	$19,543,439
2	SUI	Sun Communities Inc	62,709	$7,519,436
3	AMH	American Homes 4 Rent	171,746	$5,756,925
4	ESS	Essex Property Trust, Inc.	15,297	$4,460,452
5	INVH	Invitation Homes Inc.	118,326	$3,574,628
6	MRP	Millrose Properties, Inc.	107,150	$3,219,857
7	AVB	Avalonbay Communities Inc	26,782	$1,809,348
8	CPT	Camden Property Trust	13,206	$1,511,954

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,253,328	31,396	+77.7%	Shares	Sole	2026-07-15
2026-03-31	$596,892	17,670	-14.4%	Shares	Sole	2026-04-08
2025-12-31	$757,221	20,644	+38.8%	Shares	Sole	2026-01-08
2025-09-30	$554,354	14,878	+0.1%	Shares	Sole	2025-10-29
2025-06-30	$606,897	14,864	+28.3%	Shares	Sole	2025-07-10
2025-03-31	$523,113	11,581	+7.8%	Shares	Sole	2025-04-16
2024-12-31	$466,179	10,739	+16.2%	Shares	Sole	2025-03-17
2024-09-30	$419,032	9,242	+17.8%	Shares	Sole	2024-10-24
2024-06-30	$322,904	7,847	+25.9%	Shares	Sole	2024-07-16
2024-03-31	$233,251	6,235	-5.1%	Shares	Sole	2024-04-15
2023-12-31	$251,488	6,568	-2.3%	Shares	Sole	2024-01-30
2023-09-30	$239,880	6,725	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.