Position in UDR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$17,092
+$16,175 QoQ
Shares Held
506
+1924.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Root Financial Partners, LLC holds $871,588 across 17 REIT - Residential names. UDR ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRT |
BRT Apartments Corp.
|
51,890 | $692,212 | |
| 2 | AMH |
American Homes 4 Rent
|
1,393 | $38,892 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
288 | $35,170 | |
| 4 | MRP |
Millrose Properties, Inc.
|
840 | $23,520 | |
| 5 | INVH |
Invitation Homes Inc.
|
807 | $20,053 | |
| 6 | UDR |
UDR, Inc.
This page
|
506 | $17,092 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
248 | $15,480 | |
| 8 | CPT |
Camden Property Trust
|
80 | $7,812 |
All Filings in UDR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,092 | 506 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $917 | 25 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,564 | 42 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||