Position in UDR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$99,879
+$30,799 QoQ
Shares Held
2,502
+22.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#392
of 515 holders
Holding Since
Mar 2025
6 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $978,629 across 12 REIT - Residential names. UDR ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
2,246 | $654,911 | |
| 2 | UDR |
UDR, Inc.
This page
|
2,502 | $99,879 | |
| 3 | MRP |
Millrose Properties, Inc.
|
3,123 | $93,846 | |
| 4 | UMH |
Umh Properties, Inc.
|
6,196 | $93,807 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
1,053 | $17,574 | |
| 6 | CPT |
Camden Property Trust
|
52 | $5,953 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62 | $3,995 | |
| 8 | INVH |
Invitation Homes Inc.
|
126 | $3,806 |
All Filings in UDR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,879 | 2,502 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $69,080 | 2,045 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $56,047 | 1,528 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,268 | 705 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $204 | 5 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $225 | 5 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||