(주)유디알
MX ˙ BMV ˙ US9026531049
SecurityMX:UDR / UDR, Inc.
InstitutionCI Private Wealth, LLC
Latest Disclosed Ownership26,707 shares
Latest Disclosed Value $ 881,284
CI Private Wealth, LLC reports 8.15% increase in ownership of UDR / UDR, Inc.

On May 15, 2026 - CI Private Wealth, LLC filed a 13F-HR form disclosing ownership of 26,707 shares of UDR, Inc. (MX:UDR) valued at $881,284 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 9, 2026 disclosing 24,694 shares of UDR, Inc.. This represents a change in shares of 8.15% during the quarter.

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)
2026-05-15 2026-03-31 13F UDR COM 902653104 26,707 2,013 8.15 881 -2.65 0.0013
2026-03-09 2025-12-31 13F/A-1 UDR COM 902653104 24,694 12,054 95.36 906 92.55 0.0012
2026-02-19 2025-12-31 13F UDR COM 902653104 25,301 12,661 905 0.0003
2025-11-14 2025-09-30 13F UDR COM 902653104 12,640 2,031 19.14 471 8.55 0.0007
2025-09-26 2025-06-30 13F/A-1 UDR COM 902653104 10,609 -454 -4.10 433 -13.23 0.0006
2025-08-15 2025-06-30 13F UDR COM 902653104 21,568 10,505 880 0.0007
2025-05-14 2025-03-31 13F UDR COM 902653104 11,063 -1,982 -15.19 500 -11.84 0.0008
2025-02-10 2024-12-31 13F UDR COM 902653104 13,045 2,069 18.85 566 13.88 0.0009
2024-11-12 2024-09-30 13F UDR COM 902653104 10,976 1,121 11.37 498 22.72 0.0008
2024-08-13 2024-06-30 13F UDR COM 902653104 9,855 1,761 21.76 406 34.11 0.0007
2024-05-09 2024-03-31 13F UDR COM 902653104 8,094 2,788 52.54 303 48.77 0.0005
2024-02-09 2023-12-31 13F UDR COM 902653104 5,306 -571 -9.72 203 -2.87 0.0004
2023-11-03 2023-09-30 13F UDR COM 902653104 5,877 -1,248 -17.52 210 -31.70 0.0005
2023-08-10 2023-06-30 13F UDR COM 902653104 7,125 549 8.35 306 13.33 0.0007
2023-05-15 2023-03-31 13F UDR COM 902653104 6,576 6,576 270 0.0007
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.