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Disclosery

ADVOCATE GROUP LLC: UDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVOCATE GROUP LLC on UDR, newest first. How the timeline and the estimate are built.

ADVOCATE GROUP LLC held 120,478 UDR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,478 shares
    Change vs previous 13F +15,981 shares

    0.72% of the 13F portfolio, value $4,809,482.

    13F-HR 0001853401-26-000003 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 104,497 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,529,909.

    13F-HR 0001853401-26-000002 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).