Position in UDR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$878
+$338 QoQ
Shares Held
22
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#493
of 515 holders
Holding Since
Jun 2025
4 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, 2026American Capital Advisory, LLC holds $34,807 across 10 REIT - Residential names. UDR ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
235 | $26,905 | |
| 2 | AVB |
Avalonbay Communities Inc
|
9 | $1,698 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
11 | $1,528 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
4 | $1,166 | |
| 5 | VMRK |
Vivmark Residential
|
16 | $1,086 | |
| 6 | UDR |
UDR, Inc.
This page
|
22 | $878 | |
| 7 | INVH |
Invitation Homes Inc.
|
20 | $604 | |
| 8 | SUI |
Sun Communities Inc
|
4 | $479 |
All Filings in UDR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878 | 22 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $540 | 16 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $623 | 17 | Shares | Sole | 2026-01-30 | |
| 2025-06-30 | $571 | 14 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||