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Disclosery

Corient Private Wealth LP: UDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on UDR, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 19,617 UDR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 19,617 shares
    Change vs previous 13F -7,090 shares

    <0.01% of the 13F portfolio, value $783,107.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 26,707 shares
    Change vs previous 13F +2,013 shares

    <0.01% of the 13F portfolio, value $881,284.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 24,694 shares
    Change vs previous 13F +12,054 shares

    <0.01% of the 13F portfolio, value $905,876.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,640 shares
    Change vs previous 13F +2,031 shares

    <0.01% of the 13F portfolio, value $470,960.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 10,609 shares
    Change vs previous 13F -454 shares

    <0.01% of the 13F portfolio, value $433,155.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,063 shares
    Change vs previous 13F -1,982 shares

    <0.01% of the 13F portfolio, value $499,705.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,045 shares
    Change vs previous 13F +2,069 shares

    <0.01% of the 13F portfolio, value $566,272.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,976 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $497,641.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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