Addison Advisors LLC

Position in UDR — UDR, Inc.

CIK 1843745 MIDDLEBURY, VT

Position in UDR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$57,764

-$2,330 QoQ

Shares Held

1,447

-18.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#404

of 521 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Addison Advisors LLC holds $68,141 across 2 REIT - Residential names. UDR ranks #1 (84.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UDR	UDR, Inc. This page	1,447	$57,764
2			154	$10,377

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,764	1,447	-18.7%	Shares	Other	2026-08-10
2026-03-31	$60,094	1,779	-6.0%	Shares	Other	2026-05-08
2025-12-31	$69,434	1,893	-9.4%	Shares	Other	2026-02-06
2025-09-30	$77,872	2,090	-3.3%	Shares	Other	2025-11-07
2025-06-30	$88,233	2,161	+2.6%	Shares	Other	2025-08-07
2025-03-31	$95,127	2,106	+0.4%	Shares	Other	2025-05-12
2024-12-31	$91,030	2,097	-0.0%	Shares	Other	2025-02-04
2024-09-30	$95,122	2,098	-0.2%	Shares	Other	2024-11-04
2024-06-30	$86,497	2,102	+9.9%	Shares	Other	2024-08-05
2024-03-31	$71,527	1,912	+10.5%	Shares	Other	2024-05-06
2023-12-31	$66,279	1,731	+53.1%	Shares	Other	2024-02-02
2023-09-30	$40,342	1,131	+13.7%	Shares	Other	2023-11-07
2023-06-30	$42,745	995	+15.0%	Shares	Other	2023-08-03
2023-03-31	$35,516	865	+20.0%	Shares	Other	2023-05-09
2022-12-31	$27,924	721	+18.0%	Shares	Other	2023-02-07
2022-09-30	$25,484	611	+10083.3%	Shares	Sole	2022-10-31
2022-06-30	$276	6	0.0%	Shares	Sole	2022-08-04
2022-03-31	$344	6	0.0%	Shares	Sole	2022-04-29
2021-12-31	$359	6	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.