Arax Advisory Partners
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Arax Advisory Partners’s UDR UDR Stock Holding History

Arax Advisory Partners’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
Q3 		$1.67M Buy
49,758
+33,791
+212% +$1.27M 0.01% 1076
2026
Q2 		$637K Buy
15,967
+10,416
+188% +$385K ﹤0.01% 1477
2026
Q1 		$188K Buy
5,551
+80
+1% +$2.94K 0.01% 1114
2025
Q4 		$201K Sell
5,471
-11,110
-67% -$395K 0.01% 1045
2025
Q3 		$618K Buy
16,581
+16,274
+5,301% +$635K 0.01% 828
2025
Q2 		$15.6K Buy
307
+58
+23% +$2.4K ﹤0.01% 1771
2025
Q1 		$11.2K Buy
249
+117
+89% +$5.01K ﹤0.01% 1526
2024
Q4 		$5.73K Hold
132
– – ﹤0.01% 1689
2024
Q3 		$5.98K Hold
132
– – ﹤0.01% 1641
2024
Q2 		$5.43K Buy
+132
New +$5.09K ﹤0.01% 1563
2024
Q1 		– Sell
-31
Closed -$1.19K – 1395
2023
Q4 		$1.19K Buy
31
+14
+82% +$487 ﹤0.01% 1110
2023
Q3 		$607 Sell
17
-9
-35% -$359 ﹤0.01% 1218
2023
Q2 		$1.12K Buy
+26
New +$1.07K ﹤0.01% 1096
2020
Q4 		– Sell
-530
Closed -$17K – 763
2020
Q3 		$17K Buy
530
+5
+1% +$176 ﹤0.01% 488
2020
Q2 		$20K Hold
525
– – ﹤0.01% 473
2020
Q1 		$19K Buy
+525
New +$23.8K ﹤0.01% 465
2018
Q3 		– Sell
-725
Closed -$27K – 732
2018
Q2 		$27K Buy
725
+73
+11% +$2.64K 0.01% 275
2018
Q1 		$23K Buy
652
+610
+1,452% +$21.5K 0.01% 273
2017
Q4 		$1K Hold
42
– – ﹤0.01% 458
2017
Q3 		$1K Hold
42
– – ﹤0.01% 457
2017
Q2 		$2K Hold
42
– – ﹤0.01% 470
2017
Q1 		$1K Hold
42
– – ﹤0.01% 519
2016
Q4 		$2K Buy
+42
New +$1.44K ﹤0.01% 491

Other funds holding UDR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arax Advisory Partners's UDR Position: Q3 2026 in Review

Arax Advisory Partners increased its UDR (UDR) stake by 212% in Q3 2026, buying an estimated $1.27M and bringing the position to 49,758 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #1076.

Arax Advisory Partners first reported a position in UDR in Q4 2016 and has held it in 23 quarters since. 421 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Arax Advisory Partners held 49,758 shares of UDR worth $1.67M as of Q3 2026.
  • Arax Advisory Partners bought 33,791 UDR shares in Q3 2026, an estimated $1.27M.
  • UDR made up 0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #1076 holding.
  • Arax Advisory Partners first reported a position in UDR in Q4 2016 and has held it in 23 quarters since.
  • 421 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.