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Disclosery

FIRST TRUST ADVISORS LP: UDR position timeline

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

FIRST TRUST ADVISORS LP held 884,507 UDR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 884,507 shares
    Change vs previous 13F -156,518 shares

    0.02% of the 13F portfolio, value $35,309,510.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS 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 1,041,025 shares
    Change vs previous 13F +11,404 shares

    0.03% of the 13F portfolio, value $35,165,829.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS 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 1,029,621 shares
    Change vs previous 13F +984,602 shares

    0.03% of the 13F portfolio, value $37,766,503.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS 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 45,019 shares
    Change vs previous 13F -71,156 shares

    <0.01% of the 13F portfolio, value $1,677,409.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS 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 116,175 shares
    Change vs previous 13F +66,338 shares

    <0.01% of the 13F portfolio, value $4,743,425.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS 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 49,837 shares
    Change vs previous 13F -38,717 shares

    <0.01% of the 13F portfolio, value $2,251,134.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS 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 88,554 shares
    Change vs previous 13F -28,033 shares

    <0.01% of the 13F portfolio, value $3,844,124.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS 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 116,587 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,286,054.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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