Allied Private Wealth’s UDR UDR Stock Holding History

Allied Private Wealth’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	$42	Buy	+1	New	+$37	﹤0.01%	892

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

Allied Private Wealth's UDR Position: Q2 2026 in Review

Allied Private Wealth opened a new position in UDR (UDR) in Q2 2026: 1 share worth $42. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings.

521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Allied Private Wealth held 1 share of UDR worth $42 as of Q2 2026.
UDR was a new Allied Private Wealth position in Q2 2026.
UDR made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #892 holding.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.