Position in UDR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$638
+$98 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#501
of 517 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Cornerstone Financial Management LLC holds $19,991 across 12 REIT - Residential names. UDR ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
75 | $5,094 | |
| 2 | VMRK |
Vivmark Residential
|
54 | $3,668 | |
| 3 | MRP |
Millrose Properties, Inc.
|
85 | $2,554 | |
| 4 | INVH |
Invitation Homes Inc.
|
74 | $2,235 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
7 | $2,041 | |
| 6 | AIV |
Apartment Investment & Management Co
|
287 | $852 | |
| 7 | CPT |
Camden Property Trust
|
6 | $686 | |
| 8 | CSR |
Centerspace
|
12 | $674 |
All Filings in UDR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638 | 16 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $540 | 16 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $586 | 16 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||