Position in UDR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$11,936
+$9,910 QoQ
Shares Held
299
+398.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#438
of 515 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,553,845 across 12 REIT - Residential names. UDR ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
15,340 | $988,663 | |
| 2 | AVB |
Avalonbay Communities Inc
|
1,426 | $269,071 | |
| 3 | VMRK |
Vivmark Residential
|
1,774 | $120,507 | |
| 4 | AMH |
American Homes 4 Rent
|
1,441 | $48,302 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
162 | $47,237 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
201 | $27,926 | |
| 7 | CPT |
Camden Property Trust
|
127 | $14,540 | |
| 8 | UDR |
UDR, Inc.
This page
|
299 | $11,936 |
All Filings in UDR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,936 | 299 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,026 | 60 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,540 | 42 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||