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Disclosery

Pathstone Holdings, LLC: UDR position timeline

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

Pathstone Holdings, LLC held 68,200 UDR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,200 shares
    Change vs previous 13F +50,706 shares

    0.01% of the 13F portfolio, value $2,727,534.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 17,494 shares
    Change vs previous 13F +999 shares

    <0.01% of the 13F portfolio, value $590,968.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    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 16,495 shares
    Change vs previous 13F -1,107 shares

    <0.01% of the 13F portfolio, value $605,045.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    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 17,602 shares
    Change vs previous 13F -15,399 shares

    <0.01% of the 13F portfolio, value $655,847.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    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 33,001 shares
    Change vs previous 13F +4,348 shares

    0.01% of the 13F portfolio, value $1,347,454.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    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 28,653 shares
    Change vs previous 13F +434 shares

    0.01% of the 13F portfolio, value $1,293,742.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    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 28,219 shares
    Change vs previous 13F +1,494 shares

    0.01% of the 13F portfolio, value $1,224,819.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    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 26,725 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,211,725.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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