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Equibles

Geneos Wealth Management Inc.

Position in UDR — UDR, Inc.

CIK 1764754 ENGLEWOOD, CO
Back to UDR Full portfolio

Position in UDR

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$7,984
+$1,228 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 517 holders
Holding Since
Mar 2020
26 quarters on record

Common Shares in UDR Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $1,058,456 across 6 REIT - Residential names. UDR ranks #5 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MAA
Mid America Apartment Communities Inc.
 3,678 $511,021
2 IRT
Independence Realty Trust, Inc.
 20,329 $339,291
3
2,525 $170,575
4 ELS
Equity Lifestyle Properties Inc
 450 $29,002
5 UDR
UDR, Inc.
This page 		200 $7,984
6 ESS
Essex Property Trust, Inc.
 2 $583

All Filings in UDR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,984 200
2026-03-31 $6,756 200
2025-12-31 $7,336 200
2025-09-30 $7,452 200
2025-06-30 $8,166 200
2025-03-31 $9,034 200
2024-12-31 $15,236 351
2024-09-30 $15,914 351
2024-06-30 $4,115 100
2024-03-31 $3,741 100
2023-12-31 $3,829 100
2023-09-30 $3,567 100
2023-06-30 $4,296 100
2023-03-31 $4,106 100
2022-12-31 $3,873 100
2022-09-30 $4,171 100
2022-06-30 $4,604 100
2022-03-31 $6,195 108
2021-12-31 $5,999 100
2021-09-30 $5,403 102
2021-06-30 $4,995 102
2021-03-31 $50,658 1,155
2020-12-31 $4,000 1,157
2020-09-30 $3,261 100
2020-06-30 $3,738 100
2020-03-31 $24,226 663

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