Aprio Wealth Management’s UDR UDR Stock Holding History

Aprio Wealth Management’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	$317K	Buy	7,928 +954	+14%	+$35.3K	0.02%	494
2026 Q1	$236K	Buy	+6,974	New	+$256K	0.01%	561

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

Aprio Wealth Management's UDR Position: Q2 2026 in Review

Aprio Wealth Management increased its UDR (UDR) stake by 14% in Q2 2026, buying an estimated $35.3K and bringing the position to 7,928 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #494.

Aprio Wealth Management 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.

Aprio Wealth Management held 7,928 shares of UDR worth $317K as of Q2 2026.
Aprio Wealth Management bought 954 UDR shares in Q2 2026, an estimated $35.3K.
UDR made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #494 holding.
Aprio Wealth Management 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 Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.