Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,866
+$1,124 QoQ
Shares Held
172
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#453
of 517 holders
Holding Since
Mar 2021
17 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, 2026Larson Financial Group LLC holds $1,523,062 across 15 REIT - Residential names. UDR ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
6,982 | $970,079 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
794 | $231,522 | |
| 3 | AVB |
Avalonbay Communities Inc
|
1,396 | $94,345 | |
| 4 | CPT |
Camden Property Trust
|
720 | $82,432 | |
| 5 | AMH |
American Homes 4 Rent
|
1,771 | $59,363 | |
| 6 | SUI |
Sun Communities Inc
|
189 | $22,662 | |
| 7 | MRP |
Millrose Properties, Inc.
|
498 | $14,964 | |
| 8 | VMRK |
Vivmark Residential
|
220 | $14,944 |
All Filings in UDR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,866 | 172 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,742 | 170 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,079 | 193 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $894 | 24 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,516 | 429 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,847 | 218 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,519 | 35 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,949 | 43 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 | $9,936 | 242 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,295 | 240 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,926 | 238 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,865 | 236 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $13,424 | 234 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $13,977 | 233 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $12,238 | 231 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $11,265 | 230 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,000 | 228 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||