Partners in Financial Planning

Position in UDR — UDR, Inc.

CIK 2054264 SALEM, VA

Position in UDR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$493,730

+$75,939 QoQ

Shares Held

12,368

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#297

of 517 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Partners in Financial Planning holds $493,730 across 1 REIT - Residential name. UDR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UDR	UDR, Inc. This page	12,368	$493,730

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$493,730	12,368	0.0%	Shares	Sole	2026-08-10
2026-03-31	$417,791	12,368	0.0%	Shares	Sole	2026-05-11
2025-12-31	$453,658	12,368	0.0%	Shares	Sole	2026-02-02
2025-09-30	$460,831	12,368	0.0%	Shares	Sole	2025-11-10
2025-06-30	$504,985	12,368	0.0%	Shares	Sole	2025-08-04
2025-03-31	$558,662	12,368	0.0%	Shares	Sole	2025-04-30
2024-12-31	$536,894	12,368	0.0%	Shares	Sole	2025-02-12
2024-09-30	$560,765	12,368	0.0%	Shares	Sole	2025-02-26
2024-06-30	$508,943	12,368	0.0%	Shares	Sole	2025-02-26
2024-03-31	$462,686	12,368	0.0%	Shares	Sole	2025-02-26
2023-12-31	$473,570	12,368	0.0%	Shares	Sole	2025-02-26
2023-09-30	$441,166	12,368	0.0%	Shares	Sole	2025-03-04
2023-06-30	$531,329	12,368	-26.5%	Shares	Sole	2025-02-26
2023-03-31	$690,998	16,829	0.0%	Shares	Sole	2025-02-26
2022-12-31	$651,787	16,829	0.0%	Shares	Sole	2025-05-05
2022-09-30	$701,937	16,829	0.0%	Shares	Sole	2025-05-05
2022-06-30	$774,807	16,829	0.0%	Shares	Sole	2025-05-05
2022-03-31	$965,479	16,829	0.0%	Shares	Sole	2025-05-05
2021-12-31	$1,009,571	16,829	0.0%	Shares	Sole	2025-05-05
2021-09-30	$891,600	16,829	0.0%	Shares	Sole	2025-05-05
2021-06-30	$824,284	16,829	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.