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Activest Wealth Management’s UDR UDR Stock Holding History

Activest 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 		$1.72K Buy
43
+34
+378% +$1.26K ﹤0.01% 878
2026
Q1 		$304 Hold
9
– – ﹤0.01% 1108
2025
Q4 		$330 Buy
9
+4
+80% +$142 ﹤0.01% 1020
2025
Q3 		$186 Sell
5
-7
-58% -$273 ﹤0.01% 1026
2025
Q2 		$490 Sell
12
-2
-14% -$83 ﹤0.01% 865
2025
Q1 		$632 Sell
14
-246
-95% -$10.5K ﹤0.01% 829
2024
Q4 		$11.3K Sell
260
-340
-57% -$15K ﹤0.01% 307
2024
Q3 		$27.2K Buy
+600
New +$25.7K 0.01% 223
2024
Q1 		– Sell
-360
Closed -$13.2K – 407
2023
Q4 		$13.8K Buy
+360
New +$12.5K 0.01% 175

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Activest Wealth Management increased its UDR (UDR) stake by 378% in Q2 2026, buying an estimated $1.26K and bringing the position to 43 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Activest Wealth Management first reported a position in UDR in Q4 2023 and has held it in 9 quarters since. The position peaked at $27.2K in Q3 2024. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Activest Wealth Management held 43 shares of UDR worth $1.72K as of Q2 2026.
  • Activest Wealth Management bought 34 UDR shares in Q2 2026, an estimated $1.26K.
  • UDR made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #878 holding.
  • Activest Wealth Management first reported a position in UDR in Q4 2023 and has held it in 9 quarters since.
  • Activest Wealth Management's UDR position peaked at $27.2K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.