Position in UDR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,186,342
+$85,655 QoQ
Shares Held
29,718
-8.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#229
of 517 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026GRAHAM CAPITAL WEALTH MANAGEMENT, LLC holds $4,632,821 across 4 REIT - Residential names. UDR ranks #3 (25.6% of the industry book) .
All Filings in UDR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,342 | 29,718 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,100,687 | 32,584 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,296,498 | 62,609 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,421,229 | 64,982 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,665,259 | 65,277 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,877,645 | 63,707 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,745,291 | 63,241 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||