Aventura Private Wealth’s UDR UDR Stock Holding History

Aventura Private Wealth’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	$798	Hold	20	–	–	﹤0.01%	905
2026 Q1	$676	Hold	20	–	–	﹤0.01%	826
2025 Q4	$734	Buy	+20	New	+$711	﹤0.01%	769

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's UDR Position: Q2 2026 in Review

Aventura Private Wealth held its UDR (UDR) position steady in Q2 2026 at 20 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Aventura Private Wealth first reported a position in UDR in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Aventura Private Wealth held 20 shares of UDR worth $798 as of Q2 2026.
Aventura Private Wealth left its UDR share count unchanged in Q2 2026.
UDR made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #905 holding.
Aventura Private Wealth first reported a position in UDR in Q4 2025 and has held it in 3 quarters since.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.