Position in UDR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,009
+$1,903 QoQ
Shares Held
376
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#436
of 517 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $937,195 across 20 REIT - Residential names. UDR ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
2,621 | $314,284 | |
| 2 | AMH |
American Homes 4 Rent
|
5,608 | $187,980 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
6,911 | $115,344 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,745 | $52,716 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
763 | $49,175 | |
| 6 | MRP |
Millrose Properties, Inc.
|
1,387 | $41,679 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
284 | $39,458 | |
| 8 | 525 | $35,473 |
All Filings in UDR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,009 | 376 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,106 | 388 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,795 | 158 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,906 | 78 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $24,947 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,239 | 116 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,035 | 116 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,307 | 95 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,909 | 95 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $860 | 23 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $12,698 | 356 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $123,166 | 2,867 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $155,001 | 3,775 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $387,571 | 10,007 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $364,044 | 8,728 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $347,832 | 7,555 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,901 | 68 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,699 | 45 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,801 | 34 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $121,974 | 2,781 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $99,226 | 2,582 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $73,242 | 2,246 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $55,322 | 1,480 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $986 | 27 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||