Position in UDR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$918
New position
Shares Held
23
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#491
of 515 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $10,876 across 6 REIT - Residential names. UDR ranks #3 (8.4% of the industry book) .
All Filings in UDR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918 | 23 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||