UDR, Inc.
GB ˙ LSE ˙ US9026531049
US$ 39,34 ↑0.84 (2.19%)
2026-06-05
PREÇO DA AÇÃO
SecurityGB:0LHS / UDR, Inc.
InstitutionAllworth Financial LP
Latest Disclosed Ownership2,323 shares
Latest Disclosed Value $ 78,464
Allworth Financial LP reports 27.64% increase in ownership of 0LHS / UDR, Inc.

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 2,323 shares of UDR, Inc. (GB:0LHS) valued at $78,785 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,820 shares of UDR, Inc.. This represents a change in shares of 27.64% during the quarter. The current value of the position is $91,387 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)
2026-05-14 2026-03-31 13F UDR COM 902653104 2,323 503 27.64 78 18.18 0.0003
2026-02-05 2025-12-31 13F UDR COM 902653104 1,820 342 23.14 67 20.00 0.0003
2025-12-02 2025-09-30 13F UDR COM 902653104 1,478 -320 -17.80 55 -24.66 0.0002
2025-08-07 2025-06-30 13F UDR COM 902653104 1,798 -21 -1.15 73 -2.67 0.0004
2025-04-30 2025-03-31 13F UDR COM 902653104 1,819 -3 -0.16 76 2.74 0.0004
2025-01-30 2024-12-31 13F UDR COM 902653104 1,822 20 1.11 74 -9.88 0.0004
2024-10-23 2024-09-30 13F UDR COM 902653104 1,802 80 4.65 82 14.08 0.0005
2024-07-24 2024-06-30 13F UDR COM 902653104 1,722 22 1.29 71 12.70 0.0005
2024-04-25 2024-03-31 13F UDR COM 902653104 1,700 -243 -12.51 64 -14.86 0.0004
2024-01-24 2023-12-31 13F UDR COM 902653104 1,943 325 20.09 74 29.82 0.0006
2023-10-31 2023-09-30 13F UDR COM 902653104 1,618 -11 -0.68 58 -17.39 0.0005
2023-07-18 2023-06-30 13F UDR COM 902653104 1,629 -15 -0.91 70 2.99 0.0006
2023-04-18 2023-03-31 13F UDR COM 902653104 1,644 52 3.27 68 9.84 0.0007
2023-01-13 2022-12-31 13F UDR COM 902653104 1,592 -1,267 -44.32 62 -48.74 0.0007
2022-11-14 2022-09-30 13F/A-1 UDR COM 902653104 2,859 1,259 78.69 119 60.81 0.0015
2022-10-18 2022-09-30 13F UDR COM 902653104 2,859 1,259 119 0.0015
2022-07-13 2022-06-30 13F UDR COM 902653104 1,600 -95 -5.60 74 -23.71 0.0010
2022-04-22 2022-03-31 13F UDR COM 902653104 1,695 240 16.49 97 11.49 0.0012
2022-01-21 2021-12-31 13F UDR COM 902653104 1,455 145 11.07 87 26.09 0.0012
2021-11-02 2021-09-30 13F UDR COM 902653104 1,310 687 110.27 69 122.58 0.0012
2021-08-02 2021-06-30 13F UDR COM 902653104 623 -2,593 -80.63 31 -78.01 0.0006
2021-04-29 2021-03-31 13F UDR COM 902653104 3,216 2,593 416.21 141 487.50 0.0029
2021-01-26 2020-12-31 13F UDR COM 902653104 623 -151 -19.51 24 -4.00 0.0006
2020-11-03 2020-09-30 13F UDR COM 902653104 774 0 0.00 25 -13.79 0.0008
2020-07-24 2020-06-30 13F UDR COM 902653104 774 642 486.36 29 480.00 0.0009
2020-04-17 2020-03-31 13F UDR COM 902653104 132 1 0.76 5 -16.67 0.0002
2020-01-16 2019-12-31 13F UDR COM 902653104 131 1 0.77 6 0.00 0.0002
2019-10-09 2019-09-30 13F UDR COM 902653104 130 130 6 0.00 0.0002
2019-07-25 2019-06-30 13F UDR COM 902653104 6 0.00 0.0002
2019-05-07 2019-03-31 13F UDR COM 902653104 6 0.0003
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.