Advisornet Financial’s UDR UDR Stock Holding History

Advisornet Financial’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	$3.43K	Sell	86 -1	-1%	-$37	﹤0.01%	1838
2026 Q1	$2.94K	Buy	87 +20	+30%	+$734	﹤0.01%	1842
2025 Q4	$2.46K	Buy	67 +15	+29%	+$533	﹤0.01%	1875
2025 Q3	$1.94K	Sell	52 -26	-33%	-$1.01K	﹤0.01%	1875
2025 Q2	$3.19K	Buy	78 +24	+44%	+$994	﹤0.01%	1761
2025 Q1	$2.44K	Sell	54 -14	-21%	-$599	﹤0.01%	1751
2024 Q4	$2.95K	Sell	68 -45	-40%	-$1.99K	﹤0.01%	1556
2024 Q3	$5.12K	Hold	113	–	–	﹤0.01%	1580
2024 Q2	$4.65K	Buy	113 +50	+79%	+$1.93K	﹤0.01%	1479
2024 Q1	$2.36K	Sell	63 -306	-83%	-$11.3K	﹤0.01%	1572
2023 Q4	$14.1K	Buy	369 +41	+13%	+$1.43K	﹤0.01%	1210
2023 Q3	$11.7K	Sell	328 -5	-2%	-$199	﹤0.01%	1204
2023 Q2	$14.3K	Hold	333	–	–	﹤0.01%	1225
2023 Q1	$13.7K	Hold	333	–	–	﹤0.01%	1207
2022 Q4	$12.9K	Sell	333 -115	-26%	-$4.54K	﹤0.01%	1219
2022 Q3	$19K	Hold	448	–	–	﹤0.01%	1126
2022 Q2	$21K	Buy	448 +90	+25%	+$4.54K	﹤0.01%	1117
2022 Q1	$21K	Buy	358 +333	+1,332%	+$18.9K	﹤0.01%	1235
2021 Q4	$1K	Buy	+25	New	+$1.41K	﹤0.01%	1972

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

Advisornet Financial's UDR Position: Q2 2026 in Review

Advisornet Financial reduced its UDR (UDR) stake by 1.1% in Q2 2026, selling an estimated $37 and leaving 86 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Advisornet Financial first reported a position in UDR in Q4 2021 and has held it in 19 quarters since. The position peaked at $21K in Q2 2022. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Advisornet Financial held 86 shares of UDR worth $3.43K as of Q2 2026.
Advisornet Financial sold 1 UDR share in Q2 2026, an estimated $37.
UDR made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1838 holding.
Advisornet Financial first reported a position in UDR in Q4 2021 and has held it in 19 quarters since.
Advisornet Financial's UDR position peaked at $21K in Q2 2022.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.