Abound Wealth Management’s UDR UDR Stock Holding History

Abound Wealth Management’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-23	Closed	-$784	–	1568
2026 Q1	$784	Hold	23	–	–	﹤0.01%	1010
2025 Q4	$851	Hold	23	–	–	﹤0.01%	916
2025 Q3	$864	Hold	23	–	–	﹤0.01%	882
2025 Q2	$947	Hold	23	–	–	﹤0.01%	811
2025 Q1	$1.05K	Hold	23	–	–	﹤0.01%	758
2024 Q4	$1.01K	Hold	23	–	–	﹤0.01%	733
2024 Q3	$1.05K	Hold	23	–	–	﹤0.01%	777
2024 Q2	$955	Hold	23	–	–	﹤0.01%	733
2024 Q1	$868	Hold	23	–	–	﹤0.01%	791
2023 Q4	$888	Hold	23	–	–	﹤0.01%	799
2023 Q3	$827	Sell	23 -4	-15%	-$159	﹤0.01%	734
2023 Q2	$1.17K	Buy	27 +4	+17%	+$165	﹤0.01%	713
2023 Q1	$952	Hold	23	–	–	﹤0.01%	643
2022 Q4	$898	Hold	23	–	–	﹤0.01%	624
2022 Q3	$967	Buy	+23	New	+$1.05K	﹤0.01%	613

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's UDR Position: Q2 2026 in Review

Abound Wealth Management sold out of UDR (UDR) in Q2 2026, closing a stake of 23 shares — an estimated $784 sold.

Abound Wealth Management first reported a position in UDR in Q3 2022 and held it in 15 quarters. The position peaked at $1.17K in Q2 2023. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Abound Wealth Management reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 23 UDR shares in Q2 2026, an estimated $784.
Abound Wealth Management first reported a position in UDR in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's UDR position peaked at $1.17K in Q2 2023.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.