Spire Wealth Management

Position in UDR — UDR, Inc.

CIK 1858740 MCLEAN, VA

Position in UDR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,397

+$215 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#485

of 517 holders

Holding Since

Mar 2021

17 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $251,903 across 9 REIT - Residential names. UDR ranks #7 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INVH	Invitation Homes Inc.	4,004	$120,960
2	AVB	Avalonbay Communities Inc	351	$66,230
3	MAA	Mid America Apartment Communities Inc.	235	$32,650
4	VMRK	Vivmark Residential	334	$22,688
5	CPT	Camden Property Trust	41	$4,694
6	ELME	Elme Communities	1,060	$1,568
7	UDR	UDR, Inc. This page	35	$1,397
8	ESS	Essex Property Trust, Inc.	4	$1,166

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,397	35	0.0%	Shares	Sole	2026-07-15
2026-03-31	$1,182	35	-31.4%	Shares	Sole	2026-04-22
2025-12-31	$1,870	51	+18.6%	Shares	Sole	2026-01-14
2025-09-30	$1,602	43	+59.3%	Shares	Sole	2025-10-23
2025-06-30	$1,102	27	-96.5%	Shares	Sole	2025-08-04
2025-03-31	$34,464	763	+3079.2%	Shares	Sole	2025-04-23
2024-12-31	$1,041	24	-4.0%	Shares	Sole	2025-01-24
2024-09-30	$1,133	25	+25.0%	Shares	Sole	2024-10-15
2024-06-30	$823	20	-56.5%	Shares	Sole	2024-07-31
2024-03-31	$1,720	46	+21.1%	Shares	Sole	2024-04-24
2023-12-31	$1,455	38	-99.0%	Shares	Sole	2024-02-06
2022-06-30	$182,226	3,958	-0.5%	Shares	Sole	2022-07-22
2022-03-31	$228,275	3,979	-1.4%	Shares	Sole	2022-04-18
2021-12-31	$242,179	4,037	0.0%	Shares	Sole	2022-01-14
2021-09-30	$213,880	4,037	0.0%	Shares	Sole	2021-10-22
2021-06-30	$197,732	4,037	-25.6%	Shares	Sole	2021-07-26
2021-03-31	$238,115	5,429	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.