Allworth Financial’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $106K | Buy |
2,643
+320
| +14% | +$11.8K | ﹤0.01% | 1907 |
|
|
2026
Q1 | $78.5K | Buy |
2,323
+503
| +28% | +$18.5K | ﹤0.01% | 2010 |
|
|
2025
Q4 | $66.8K | Buy |
1,820
+342
| +23% | +$12.2K | ﹤0.01% | 2008 |
|
|
2025
Q3 | $55.1K | Sell |
1,478
-320
| -18% | -$12.5K | ﹤0.01% | 2038 |
|
|
2025
Q2 | $73.4K | Sell |
1,798
-21
| -1% | -$870 | ﹤0.01% | 1711 |
|
|
2025
Q1 | $75.6K | Sell |
1,819
-3
| -0.2% | -$128 | ﹤0.01% | 1372 |
|
|
2024
Q4 | $73.8K | Buy |
1,822
+20
| +1% | +$884 | ﹤0.01% | 1397 |
|
|
2024
Q3 | $81.7K | Buy |
1,802
+80
| +5% | +$3.43K | ﹤0.01% | 1178 |
|
|
2024
Q2 | $71.5K | Buy |
1,722
+22
| +1% | +$848 | ﹤0.01% | 1208 |
|
|
2024
Q1 | $63.6K | Sell |
1,700
-243
| -13% | -$8.94K | ﹤0.01% | 1202 |
|
|
2023
Q4 | $74.4K | Buy |
1,943
+325
| +20% | +$11.3K | ﹤0.01% | 1046 |
|
|
2023
Q3 | $57.7K | Sell |
1,618
-11
| -0.7% | -$438 | ﹤0.01% | 1065 |
|
|
2023
Q2 | $70K | Sell |
1,629
-15
| -0.9% | -$617 | ﹤0.01% | 1015 |
|
|
2023
Q1 | $67.5K | Buy |
1,644
+52
| +3% | +$2.15K | ﹤0.01% | 975 |
|
|
2022
Q4 | $61.7K | Sell |
1,592
-1,267
| -44% | -$50.1K | ﹤0.01% | 942 |
|
|
2022
Q3 | $119K | Buy |
2,859
+1,259
| +79% | +$57.8K | ﹤0.01% | 719 |
|
|
2022
Q2 | $74K | Sell |
1,600
-95
| -6% | -$4.79K | ﹤0.01% | 785 |
|
|
2022
Q1 | $97K | Buy |
1,695
+240
| +16% | +$13.6K | ﹤0.01% | 733 |
|
|
2021
Q4 | $87K | Buy |
1,455
+145
| +11% | +$8.16K | ﹤0.01% | 706 |
|
|
2021
Q3 | $69K | Buy |
1,310
+687
| +110% | +$36.7K | ﹤0.01% | 707 |
|
|
2021
Q2 | $31K | Sell |
623
-2,593
| -81% | -$122K | ﹤0.01% | 739 |
|
|
2021
Q1 | $141K | Buy |
3,216
+2,593
| +416% | +$107K | ﹤0.01% | 403 |
|
|
2020
Q4 | $24K | Sell |
623
-151
| -20% | -$5.51K | ﹤0.01% | 624 |
|
|
2020
Q3 | $25K | Hold |
774
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $29K | Buy |
774
+642
| +486% | +$24K | ﹤0.01% | 512 |
|
|
2020
Q1 | $5K | Buy |
132
+1
| +0.8% | +$45 | ﹤0.01% | 885 |
|
|
2019
Q4 | $6K | Buy |
131
+1
| +0.8% | +$48 | ﹤0.01% | 746 |
|
|
2019
Q3 | $6K | Buy |
+130
| New | +$6.12K | ﹤0.01% | 666 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 663 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 657 |
|
Other funds holding UDR
CIM
Allworth Financial's UDR Position: Q2 2026 in Review
Allworth Financial increased its UDR (UDR) stake by 14% in Q2 2026, buying an estimated $11.8K and bringing the position to 2,643 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.
Allworth Financial first reported a position in UDR in Q3 2019 and has held it in 28 quarters since. The position peaked at $141K in Q1 2021. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.
- Allworth Financial held 2,643 shares of UDR worth $106K as of Q2 2026.
- Allworth Financial bought 320 UDR shares in Q2 2026, an estimated $11.8K.
- UDR made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1907 holding.
- Allworth Financial first reported a position in UDR in Q3 2019 and has held it in 28 quarters since.
- Allworth Financial's UDR position peaked at $141K in Q1 2021.
- 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.