Position in UDR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$80,079
-$139,669 QoQ
Shares Held
2,006
-58.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 517 holders
Holding Since
Jun 2022
2 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, 2026Integrated Wealth Concepts LLC holds $7,008,283 across 20 REIT - Residential names. UDR ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
25,074 | $1,703,276 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
11,949 | $1,660,194 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
50,466 | $842,277 | |
| 4 | AMH |
American Homes 4 Rent
|
22,076 | $739,987 | |
| 5 | INVH |
Invitation Homes Inc.
|
22,926 | $692,594 | |
| 6 | AVB |
Avalonbay Communities Inc
|
5,351 | $361,530 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
1,039 | $302,962 | |
| 8 | MRP |
Millrose Properties, Inc.
|
8,303 | $249,505 |
All Filings in UDR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,079 | 2,006 | Shares | Sole | 2026-08-12 | |
| 2022-06-30 | $219,748 | 4,773 | Shares | Other | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||