Position in UDR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$592,772
+$96,105 QoQ
Shares Held
14,849
+1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 517 holders
Holding Since
Mar 2020
23 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, 2026Clearstead Advisors, LLC holds $1,227,253 across 18 REIT - Residential names. UDR ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
This page
|
14,849 | $592,772 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,535 | $213,272 | |
| 3 | AVB |
Avalonbay Communities Inc
|
815 | $153,782 | |
| 4 | VMRK |
Vivmark Residential
|
1,379 | $93,675 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
129 | $37,615 | |
| 6 | AMH |
American Homes 4 Rent
|
962 | $32,246 | |
| 7 | CPT |
Camden Property Trust
|
234 | $26,790 | |
| 8 | MRP |
Millrose Properties, Inc.
|
802 | $24,100 |
All Filings in UDR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,772 | 14,849 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $496,667 | 14,703 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $581,744 | 15,860 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $582,411 | 15,631 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $50,710 | 1,242 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $46,796 | 1,036 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $47,577 | 1,096 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $49,692 | 1,096 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $45,553 | 1,107 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $411 | 11 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $84,787 | 2,377 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $1,437 | 35 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $458 | 11 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $109,943 | 2,388 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $136,368 | 2,377 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $142,596 | 2,377 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $125,933 | 2,377 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $116,425 | 2,377 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $104,255 | 2,377 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $91,348 | 2,377 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $77,513 | 2,377 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $88,852 | 2,377 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $86,855 | 2,377 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||