Compound Planning, Inc.

Position in UDR — UDR, Inc.

CIK 1978879 NEW YORK, NY

Position in UDR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$525,067

+$290,736 QoQ

Shares Held

13,153

+89.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#294

of 517 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Compound Planning, Inc. holds $2,075,088 across 5 REIT - Residential names. UDR ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPT	Camden Property Trust	4,606	$527,339
2	UDR	UDR, Inc. This page	13,153	$525,067
3	AVB	Avalonbay Communities Inc	2,255	$425,495
4	VMRK	Vivmark Residential	5,310	$360,708
5	ESS	Essex Property Trust, Inc.	811	$236,479

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$525,067	13,153	+89.6%	Shares	Other	2026-08-04
2026-03-31	$234,331	6,937	+55.1%	Shares	Other	2026-05-14
2025-03-31	$202,090	4,474	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.