Kozak & Associates, Inc.

Position in UDR — UDR, Inc.

CIK 1764970 HIGHLANDS RANCH, CO

Position in UDR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$2,475

+$381 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#468

of 517 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Kozak & Associates, Inc. holds $118,107 across 2 REIT - Residential names. UDR ranks #2 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRP	Millrose Properties, Inc.	3,848	$115,632
2	UDR	UDR, Inc. This page	62	$2,475

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,475	62	0.0%	Shares	Sole	2026-07-02
2026-03-31	$2,094	62	+1.6%	Shares	Sole	2026-04-14
2025-12-31	$2,237	61	0.0%	Shares	Sole	2026-01-12
2025-09-30	$2,272	61	+3.4%	Shares	Sole	2025-11-18
2025-06-30	$2,408	59	0.0%	Shares	Sole	2025-07-10
2025-03-31	$2,665	59	+1.7%	Shares	Sole	2025-04-15
2024-12-31	$2,517	58	0.0%	Shares	Sole	2025-01-06
2024-09-30	$2,629	58	+1.8%	Shares	Sole	2024-10-17
2024-06-30	$2,345	57	0.0%	Shares	Sole	2024-07-05
2024-03-31	$2,132	57	+1.8%	Shares	Sole	2024-05-17
2023-12-31	$2,144	56	+1.8%	Shares	Sole	2024-01-17
2023-09-30	$1,961	55	+1.9%	Shares	Sole	2023-10-17
2023-06-30	$2,319	54	0.0%	Shares	Sole	2023-07-05
2023-03-31	$2,217	54	+1.9%	Shares	Sole	2023-04-03
2022-12-31	$2,052	53	0.0%	Shares	Sole	2023-01-03
2022-09-30	$2,210	53	+1.9%	Shares	Sole	2022-10-12
2022-06-30	$2,394	52	0.0%	Shares	Sole	2022-10-12
2022-03-31	$2,983	52	0.0%	Shares	Sole	2022-05-26
2021-12-31	$3,119	52	0.0%	Shares	Sole	2022-03-11
2021-09-30	$2,754	52	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.