Position in UDR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$598
+$92 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#505
of 517 holders
Holding Since
Mar 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, 2026Rialto Wealth Management, LLC holds $42,817 across 13 REIT - Residential names. UDR ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JAN |
Janus Living, Inc.
|
286 | $8,219 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
39 | $5,418 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
16 | $4,665 | |
| 4 | INVH |
Invitation Homes Inc.
|
151 | $4,561 | |
| 5 | AMH |
American Homes 4 Rent
|
136 | $4,558 | |
| 6 | CPT |
Camden Property Trust
|
38 | $4,350 | |
| 7 | 53 | $3,585 | |||
| 8 | VMRK |
Vivmark Residential
|
46 | $3,124 |
All Filings in UDR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598 | 15 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $506 | 15 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $550 | 15 | Shares | Sole | 2026-01-12 | |
| 2025-03-31 | $496 | 11 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||