KINGSWOOD WEALTH ADVISORS, LLC

Position in UDR — UDR, Inc.

CIK 1987855 SAN DIEGO, CA

Position in UDR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$588,181

+$81,921 QoQ

Shares Held

14,734

-1.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#288

of 517 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $7,319,585 across 5 REIT - Residential names. UDR ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	10,218	$2,979,466
2	MAA	Mid America Apartment Communities Inc.	20,502	$2,848,547
3	VMRK	Vivmark Residential	10,581	$718,767
4	UDR	UDR, Inc. This page	14,734	$588,181
5	IRT	Independence Realty Trust, Inc.	11,062	$184,624

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$588,181	14,734	-1.7%	Shares	Sole	2026-07-27
2026-03-31	$506,260	14,987	+1.1%	Shares	Sole	2026-04-28
2025-12-31	$543,670	14,822	-8.9%	Shares	Sole	2026-01-28
2025-09-30	$606,406	16,275	-4.6%	Shares	Sole	2025-10-23
2025-06-30	$696,682	17,063	+0.0%	Shares	Sole	2025-07-23
2025-03-31	$770,690	17,062	-5.3%	Shares	Sole	2025-07-25
2024-12-31	$782,161	18,018	-0.9%	Shares	Sole	2025-01-22
2024-09-30	$824,235	18,179	-7.5%	Shares	Sole	2024-10-21
2024-06-30	$808,350	19,644	+9.9%	Shares	Sole	2024-07-09
2024-03-31	$668,928	17,881	-20.8%	Shares	Sole	2024-04-15
2023-12-31	$864,971	22,590	+0.3%	Shares	Sole	2024-01-16
2023-09-30	$803,074	22,514	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.