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 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	$5.99K	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

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

Arax Advisory Partners's UDR Position: Q2 2026 in Review

Arax Advisory Partners increased its UDR (UDR) stake by 188% in Q2 2026, buying an estimated $385K and bringing the position to 15,967 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Arax Advisory Partners first reported a position in UDR in Q4 2016 and has held it in 22 quarters since. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Arax Advisory Partners held 15,967 shares of UDR worth $637K as of Q2 2026.
Arax Advisory Partners bought 10,416 UDR shares in Q2 2026, an estimated $385K.
UDR made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1477 holding.
Arax Advisory Partners first reported a position in UDR in Q4 2016 and has held it in 22 quarters since.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.