Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$446,944
+$335,200 QoQ
Shares Held
11,196
+238.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 517 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $15,604,896 across 17 REIT - Residential names. UDR ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
42,289 | $5,875,633 | |
| 2 | SUI |
Sun Communities Inc
|
21,427 | $2,569,311 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
114,434 | $1,909,903 | |
| 4 | AVB |
Avalonbay Communities Inc
|
22,721 | $1,534,993 | |
| 5 | CPT |
Camden Property Trust
|
7,799 | $892,907 | |
| 6 | NXRT |
NexPoint Residential Trust, Inc.
|
22,983 | $641,685 | |
| 7 | INVH |
Invitation Homes Inc.
|
20,740 | $626,555 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
1,977 | $576,473 |
All Filings in UDR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,944 | 11,196 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $111,744 | 3,308 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $120,860 | 3,295 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $123,740 | 3,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $135,596 | 3,321 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $168,393 | 3,728 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $162,223 | 3,737 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $173,878 | 3,835 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $156,411 | 3,801 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $141,671 | 3,787 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $196,695 | 5,137 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $194,829 | 5,462 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $241,091 | 5,612 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $250,958 | 6,112 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $328,275 | 8,476 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $374,388 | 8,976 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $412,104 | 8,951 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $503,479 | 8,776 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $616,277 | 10,273 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $539,442 | 10,182 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $573,359 | 11,706 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $729,172 | 16,625 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $323,964 | 8,430 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $118,374 | 3,630 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $77,750 | 2,080 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||