Position in UDR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$467,942
+$71,973 QoQ
Shares Held
11,722
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#301
of 517 holders
Holding Since
Mar 2020
26 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, 2026Hummer Financial Advisory Services Inc holds $1,371,153 across 2 REIT - Residential names. UDR ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
7,889 | $903,211 | |
| 2 | UDR |
UDR, Inc.
This page
|
11,722 | $467,942 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,942 | 11,722 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $395,969 | 11,722 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $410,155 | 11,182 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $436,761 | 11,722 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $478,609 | 11,722 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $529,482 | 11,722 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $499,475 | 11,506 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $531,475 | 11,722 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $482,360 | 11,722 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $451,052 | 12,057 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $448,835 | 11,722 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $418,123 | 11,722 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $503,577 | 11,722 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $481,305 | 11,722 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $453,993 | 11,722 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $488,924 | 11,722 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $539,680 | 11,722 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $672,491 | 11,722 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $703,202 | 11,722 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $621,031 | 11,722 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $574,143 | 11,722 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $514,126 | 11,722 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $455,049 | 11,841 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $386,135 | 11,841 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $450,690 | 12,057 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $428,321 | 11,722 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||