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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Advisory Services Network's UDR Position: Q1 2026 in Review

Advisory Services Network opened a new position in UDR (UDR) in Q1 2026: 3,680 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #2076 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in UDR as recently as Q3 2025.

Advisory Services Network first reported a position in UDR in Q3 2017 and has held it in 19 quarters since. The position peaked at $169K in Q4 2019. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

Advisory Services Network held 3,680 shares of UDR worth $124K as of Q1 2026.
UDR was a new Advisory Services Network position in Q1 2026.
UDR made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2076 holding.
Advisory Services Network first reported a position in UDR in Q3 2017 and has held it in 19 quarters since.
Advisory Services Network's UDR position peaked at $169K in Q4 2019.
525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.