UDR, Inc.
US ˙ NYSE ˙ US9026531049

SecurityUDR / UDR, Inc.
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership170 shares
Latest Disclosed Value $ 5,740
Larson Financial Group LLC reports 11.92% decrease in ownership of UDR / UDR, Inc.

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 170 shares of UDR, Inc. (US:UDR) valued at $5,743 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 193 shares of UDR, Inc.. This represents a change in shares of -11.92% during the quarter. The current value of the position is $6,394 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UDR COM 902653104 170 -23 -11.92 6 -28.57 0.0002
2026-02-06 2025-12-31 13F UDR COM 902653104 193 169 704.17 7 0.0002
2025-11-14 2025-09-30 13F UDR COM 902653104 24 -405 -94.41 1 -100.00 0.0000
2025-08-08 2025-06-30 13F UDR COM 902653104 429 211 96.79 18 88.89 0.0007
2025-05-02 2025-03-31 13F UDR COM 902653104 218 183 522.86 10 800.00 0.0005
2025-02-07 2024-12-31 13F UDR COM 902653104 35 -8 -18.60 2 0.00 0.0001
2024-11-12 2024-09-30 13F UDR COM 902653104 43 43 2 0.0001
2023-08-03 2023-06-30 13F UDR COM 902653104 0 -242 -100.00 0 -100.00
2023-05-04 2023-03-31 13F UDR COM 902653104 242 2 0.83 10 0.00 0.0011
2023-02-03 2022-12-31 13F UDR COM 902653104 240 2 0.84 9 -10.00 0.0011
2022-11-03 2022-09-30 13F UDR COM 902653104 238 2 0.85 10 -9.09 0.0014
2022-08-04 2022-06-30 13F UDR COM 902653104 236 2 0.85 11 -15.38 0.0019
2022-05-05 2022-03-31 13F UDR COM 902653104 234 1 0.43 13 -7.14 0.0021
2022-02-03 2021-12-31 13F UDR COM 902653104 233 2 0.87 14 16.67 0.0022
2021-11-04 2021-09-30 13F UDR COM 902653104 231 1 0.43 12 9.09 0.0024
2021-08-10 2021-06-30 13F UDR COM 902653104 230 2 0.88 11 10.00 0.0026
2021-05-06 2021-03-31 13F/A-1 UDR COM 902653104 228 228 10 0.0029
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.