Position in UDR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$54,610
+$8,940 QoQ
Shares Held
1,368
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#403
of 517 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $202,170 across 5 REIT - Residential names. UDR ranks #2 (27.0% of the industry book) .
All Filings in UDR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,610 | 1,368 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $45,670 | 1,352 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $49,041 | 1,337 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $49,183 | 1,320 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $58,359 | 1,292 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $55,521 | 1,279 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $57,445 | 1,267 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $51,602 | 1,254 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $46,350 | 1,239 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $46,943 | 1,226 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||