EverSource Wealth Advisors, LLC

Position in UDR — UDR, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in UDR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$62,073

+$20,900 QoQ

Shares Held

1,555

+27.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#401

of 517 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $2,143,843 across 19 REIT - Residential names. UDR ranks #11 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMH	American Homes 4 Rent	20,239	$678,408
2	MAA	Mid America Apartment Communities Inc.	3,305	$459,192
3	INVH	Invitation Homes Inc.	6,681	$201,830
4	MRP	Millrose Properties, Inc.	5,070	$152,349
5			1,827	$123,400
6	VMRK	Vivmark Residential	1,500	$101,892
7	SUI	Sun Communities Inc	756	$90,647
8	ELS	Equity Lifestyle Properties Inc	1,195	$77,015

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,073	1,555	+27.6%	Shares	Sole	2026-07-24
2026-03-31	$41,173	1,219	+89.0%	Shares	Sole	2026-05-18
2025-12-31	$23,657	645	-25.9%	Shares	Sole	2026-02-06
2025-09-30	$32,414	870	-24.7%	Shares	Sole	2025-11-10
2025-06-30	$47,155	1,155	+155.5%	Shares	Sole	2025-08-13
2025-03-31	$20,414	452	+50.2%	Shares	Sole	2025-05-13
2024-12-31	$13,065	301	+40.0%	Shares	Sole	2025-02-10
2024-09-30	$9,746	215	+12.0%	Shares	Sole	2024-11-08
2024-06-30	$7,899	192	+11.6%	Shares	Sole	2024-08-13
2024-03-31	$6,434	172	+309.5%	Shares	Sole	2024-06-11
2023-12-31	$1,608	42	+61.5%	Shares	Sole	2024-02-09
2023-09-30	$927	26	-71.7%	Shares	Sole	2023-11-03
2023-06-30	$3,952	92	+35.3%	Shares	Sole	2023-08-04
2023-03-31	$2,792	68	-39.8%	Shares	Sole	2023-05-11
2022-12-31	$4,375	113	+37.8%	Shares	Sole	2023-02-09
2022-09-30	$3,419	82	+203.7%	Shares	Sole	2022-11-07
2022-03-31	$1,548	27	—	Shares	Sole	2022-05-25
No filing history on record for this holder in this stock.