Bell Investment Advisors, Inc

Position in UDR — UDR, Inc.

CIK 1890149 ORINDA, CA

Position in UDR

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

Position Value

$558

+$86 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#508

of 517 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $29,006 across 10 REIT - Residential names. UDR ranks #9 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRP	Millrose Properties, Inc.	190	$5,709
2	INVH	Invitation Homes Inc.	177	$5,347
3	VMRK	Vivmark Residential	72	$4,890
4			61	$4,151
5	ESS	Essex Property Trust, Inc.	8	$2,332
6	MAA	Mid America Apartment Communities Inc.	16	$2,223
7	ELS	Equity Lifestyle Properties Inc	26	$1,675
8	AMH	American Homes 4 Rent	49	$1,642

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$558	14	0.0%	Shares	Sole	2026-08-07
2026-03-31	$472	14	0.0%	Shares	Sole	2026-04-17
2025-12-31	$513	14	0.0%	Shares	Sole	2026-02-24
2025-06-30	$571	14	0.0%	Shares	Sole	2025-08-11
2025-03-31	$632	14	0.0%	Shares	Sole	2025-05-16
2024-12-31	$607	14	0.0%	Shares	Sole	2025-02-07
2024-09-30	$634	14	0.0%	Shares	Sole	2024-11-13
2024-06-30	$576	14	0.0%	Shares	Sole	2024-08-08
2024-03-31	$523	14	0.0%	Shares	Sole	2024-05-08
2023-12-31	$536	14	-78.5%	Shares	Sole	2024-02-14
2023-09-30	$2,318	65	+66.7%	Shares	Sole	2023-11-08
2023-06-30	$1,675	39	-23.5%	Shares	Sole	2023-08-09
2023-03-31	$2,094	51	+30.8%	Shares	Sole	2023-05-10
2022-12-31	$1,510	39	-48.7%	Shares	Sole	2023-02-09
2022-09-30	$3,169	76	+18.8%	Shares	Sole	2022-11-09
2022-06-30	$2,946	64	-47.1%	Shares	Sole	2022-08-12
2021-12-31	$7,258	121	0.0%	Shares	Sole	2022-02-14
2021-09-30	$6,410	121	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.