Position in UDR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,809,481
+$1,279,573 QoQ
Shares Held
120,478
+15.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#137
of 517 holders
Holding Since
Mar 2026
2 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, 2026ADVOCATE GROUP LLC holds $13,497,334 across 2 REIT - Residential names. UDR ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 128,598 | $8,687,853 | |||
| 2 | UDR |
UDR, Inc.
This page
|
120,478 | $4,809,481 |
All Filings in UDR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,809,481 | 120,478 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,529,908 | 104,497 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||