Advisory Alpha’s UDR UDR Stock Holding History

Advisory Alpha’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	$303K	Buy	7,588 +545	+8%	+$20.2K	0.01%	473
2026 Q1	$238K	Buy	+7,043	New	+$259K	0.01%	506

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

Advisory Alpha's UDR Position: Q2 2026 in Review

Advisory Alpha increased its UDR (UDR) stake by 7.7% in Q2 2026, buying an estimated $20.2K and bringing the position to 7,588 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #473.

Advisory Alpha first reported a position in UDR in Q1 2026 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Advisory Alpha held 7,588 shares of UDR worth $303K as of Q2 2026.
Advisory Alpha bought 545 UDR shares in Q2 2026, an estimated $20.2K.
UDR made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #473 holding.
Advisory Alpha first reported a position in UDR in Q1 2026 and has held it in 2 quarters since.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.