Advisory Services Network’s UDR UDR Stock Holding History

Advisory Services Network’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	-3,680	Closed	-$124K	–	4468
2026 Q1	$124K	Buy	+3,680	New	+$135K	﹤0.01%	2076
2025 Q4	–	Sell	-3,553	Closed	-$132K	–	4101
2025 Q3	$132K	Buy	+3,553	New	+$139K	﹤0.01%	1917
2024 Q1	–	Sell	-3,592	Closed	-$138K	–	3519
2023 Q4	$138K	Buy	+3,592	New	+$125K	﹤0.01%	1461
2023 Q2	–	Sell	-3,449	Closed	-$142K	–	3525
2023 Q1	$142K	Buy	3,449 +5	+0.1%	+$207	﹤0.01%	1463
2022 Q4	$133K	Buy	+3,444	New	+$136K	﹤0.01%	1469
2021 Q3	–	Sell	-3,206	Closed	-$157K	–	3106
2021 Q2	$157K	Buy	+3,206	New	+$151K	0.01%	1375
2021 Q1	–	Sell	-3,194	Closed	-$123K	–	2842
2020 Q4	$123K	Sell	3,194 -48	-1%	-$1.75K	﹤0.01%	1236
2020 Q3	$106K	Buy	+3,242	New	+$114K	0.01%	1233
2020 Q2	–	Sell	-3,692	Closed	-$135K	–	2637
2020 Q1	$135K	Buy	3,692 +80	+2%	+$3.62K	0.01%	946
2019 Q4	$169K	Buy	3,612 +10	+0.3%	+$480	0.01%	948
2019 Q3	$161K	Hold	3,602	–	–	0.01%	895
2019 Q2	$161K	Buy	3,602 +459	+15%	+$20.7K	0.01%	893
2019 Q1	$143K	Buy	3,143 +5	+0.2%	+$217	0.01%	872
2018 Q4	$124K	Buy	3,138 +718	+30%	+$29K	0.01%	830
2018 Q3	$98K	Sell	2,420 -549	-18%	-$21.4K	0.01%	977
2018 Q2	$110K	Buy	2,969 +549	+23%	+$19.9K	0.01%	913
2018 Q1	$86K	Sell	2,420 -55	-2%	-$1.94K	0.01%	1093
2017 Q4	$95K	Buy	2,475 +2,420	+4,400%	+$94.1K	0.01%	1001
2017 Q3	$2K	Buy	+55	New	+$2.13K	﹤0.01%	2187

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Advisory Services Network's UDR Position: Q2 2026 in Review

Advisory Services Network sold out of UDR (UDR) in Q2 2026, closing a stake of 3,680 shares — an estimated $124K sold.

Advisory Services Network first reported a position in UDR in Q3 2017 and held it in 19 quarters. The position peaked at $169K in Q4 2019. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Advisory Services Network reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 3,680 UDR shares in Q2 2026, an estimated $124K.
Advisory Services Network first reported a position in UDR in Q3 2017 and held it in 19 quarters.
Advisory Services Network's UDR position peaked at $169K in Q4 2019.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.