Position in UDR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$202,434
-$140,162 QoQ
Shares Held
5,071
-50.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#372
of 517 holders
Holding Since
Dec 2022
15 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, 2026CPA Asset Management Group, LLC holds $202,434 across 1 REIT - Residential name. UDR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
This page
|
5,071 | $202,434 |
All Filings in UDR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,434 | 5,071 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $342,596 | 10,142 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $372,008 | 10,142 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $598,321 | 16,058 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $967,671 | 23,700 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $1,263,043 | 27,962 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,504,243 | 34,652 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,724,370 | 38,032 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,565,016 | 38,032 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,612,483 | 43,103 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,909,330 | 49,865 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,778,684 | 49,865 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,142,200 | 49,865 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,047,456 | 49,865 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,931,271 | 49,865 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||