Naviter Wealth, LLC

Position in UDR — UDR, Inc.

CIK 1855567 LITTLE ROCK, AR

Position in UDR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$525,067

+$12,422 QoQ

Shares Held

13,153

-13.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#293

of 517 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $13,929,782 across 10 REIT - Residential names. UDR ranks #9 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc	38,278	$2,585,996
2	VMRK	Vivmark Residential	34,367	$2,334,550
3	ESS	Essex Property Trust, Inc.	6,183	$1,802,900
4	MAA	Mid America Apartment Communities Inc.	11,890	$1,651,996
5	INVH	Invitation Homes Inc.	47,691	$1,440,745
6	SUI	Sun Communities Inc	10,858	$1,301,982
7	CPT	Camden Property Trust	9,164	$1,049,186
8	ELS	Equity Lifestyle Properties Inc	13,251	$854,026

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$525,067	13,153	-13.3%	Shares	Sole	2026-08-07
2026-03-31	$512,645	15,176	-6.6%	Shares	Sole	2026-04-10
2025-12-31	$595,683	16,240	-15.7%	Shares	Sole	2026-01-21
2025-09-30	$717,515	19,257	+0.8%	Shares	Sole	2025-11-06
2025-06-30	$779,934	19,102	+10.7%	Shares	Sole	2025-07-28
2025-03-31	$779,227	17,251	+5.0%	Shares	Sole	2025-04-25
2024-12-31	$713,530	16,437	+18.4%	Shares	Sole	2025-02-07
2023-12-31	$531,350	13,877	-12.9%	Shares	Sole	2024-02-05
2023-09-30	$568,365	15,934	+9.3%	Shares	Sole	2023-11-14
2023-06-30	$626,313	14,579	+16.7%	Shares	Sole	2023-07-20
2023-03-31	$513,167	12,498	+25.7%	Shares	Sole	2023-04-12
2022-12-31	$384,976	9,940	+25.7%	Shares	Sole	2023-01-31
2022-09-30	$329,842	7,908	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.