Position in UDR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,699
+$3,046 QoQ
Shares Held
243
+23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#444
of 517 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $9,699 across 1 REIT - Residential name. UDR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
This page
|
243 | $9,699 |
All Filings in UDR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,699 | 243 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $6,653 | 197 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $16,175 | 441 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $4,283 | 115 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $11,880 | 291 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $9,846 | 218 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $8,116 | 187 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $661,191 | 14,583 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $636,137 | 15,459 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $604,282 | 16,153 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $620,794 | 16,213 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $576,355 | 16,158 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $829,729 | 19,314 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $822,554 | 20,033 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $800,277 | 20,663 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $886,045 | 21,243 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $859,290 | 18,664 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||