Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
9,380
+1,552
+20% +$64.3K ﹤0.01% 1747
2025
Q1
$354K Buy
7,828
+802
+11% +$34.3K ﹤0.01% 1720
2024
Q4
$305K Buy
7,026
+627
+10% +$27.7K ﹤0.01% 1768
2024
Q3
$290K Buy
6,399
+445
+7% +$19.1K ﹤0.01% 1777
2024
Q2
$245K Buy
+5,954
New +$229K ﹤0.01% 1826

Other funds holding UDR

Avantax Advisory Services's UDR Position: Q2 2025 in Review

Avantax Advisory Services increased its UDR (UDR) stake by 20% in Q2 2025, buying an estimated $64.3K and bringing the position to 9,380 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Avantax Advisory Services first reported a position in UDR in Q2 2024 and has held it in 5 quarters since. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

  • Avantax Advisory Services held 9,380 shares of UDR worth $383K as of Q2 2025.
  • Avantax Advisory Services bought 1,552 UDR shares in Q2 2025, an estimated $64.3K.
  • UDR made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1747 holding.
  • Avantax Advisory Services first reported a position in UDR in Q2 2024 and has held it in 5 quarters since.
  • 524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.