VALLEY NATIONAL ADVISERS INC

Position in UDR — UDR, Inc.

CIK 773411 BETHLEHEM, PA

Position in UDR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$598

-$3,517 QoQ

Shares Held

-85.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#503

of 517 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $8,163 across 4 REIT - Residential names. UDR ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRP	Millrose Properties, Inc.	172	$5,168
2	AMH	American Homes 4 Rent	40	$1,340
3	INVH	Invitation Homes Inc.	35	$1,057
4	UDR	UDR, Inc. This page	15	$598

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$598	15	-85.0%	Shares	Sole	2026-07-29
2024-06-30	$4,115	100	+42.9%	Shares	Sole	2024-07-18
2024-03-31	$2	70	-71.5%	Shares	Sole	2024-04-19
2023-12-31	$9,419	246	+6.5%	Shares	Sole	2024-01-25
2023-09-30	$8,239	231	-2.1%	Shares	Sole	2023-11-13
2023-06-30	$10,138	236	+9.3%	Shares	Sole	2023-07-31
2023-03-31	$8,868	216	0.0%	Shares	Sole	2023-04-26
2022-12-31	$8,365	216	0.0%	Shares	Sole	2023-01-12
2022-09-30	$9,009	216	0.0%	Shares	Sole	2022-11-08
2022-06-30	$9,944	216	0.0%	Shares	Sole	2022-07-15
2022-03-31	$12,391	216	0.0%	Shares	Sole	2022-05-06
2021-12-31	$12,957	216	0.0%	Shares	Sole	2022-02-11
2021-09-30	$11,443	216	0.0%	Shares	Sole	2021-11-10
2021-06-30	$10,579	216	0.0%	Shares	Sole	2021-08-02
2021-03-31	$9,473	216	0.0%	Shares	Sole	2021-05-07
2020-12-31	$8,300	216	0.0%	Shares	Sole	2021-02-11
2020-09-30	$7,043	216	0.0%	Shares	Sole	2020-11-13
2020-06-30	$8,074	216	0.0%	Shares	Sole	2020-08-10
2020-03-31	$7,892	216	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.