Avion Wealth’s UDR UDR Stock Holding History

Avion 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	$0	Hold	15	–	–	﹤0.01%	1748
2026 Q1	$0	Sell	15 -70	-82%	-$2.57K	﹤0.01%	1609
2025 Q4	$3K	Buy	85 +58	+215%	+$2.06K	﹤0.01%	821
2025 Q3	$1K	Buy	27 +13	+93%	+$507	﹤0.01%	1118
2025 Q2	$0	Hold	14	–	–	﹤0.01%	1621
2025 Q1	$0	Buy	+14	New	+$599	﹤0.01%	1358
2024 Q4	–	Sell	-14	Closed	–	–	1283
2024 Q3	$0	Hold	14	–	–	﹤0.01%	1335
2024 Q2	$0	Buy	+14	New	+$540	﹤0.01%	1258
2023 Q4	–	Sell	-16	Closed	–	–	1348
2023 Q3	$0	Buy	+16	New	+$638	﹤0.01%	1203

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

Avion Wealth's UDR Position: Q2 2026 in Review

Avion Wealth held its UDR (UDR) position steady in Q2 2026 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Avion Wealth first reported a position in UDR in Q3 2023 and has held it in 9 quarters since. The position peaked at $3K in Q4 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Avion Wealth held 15 shares of UDR worth $0 as of Q2 2026.
Avion Wealth left its UDR share count unchanged in Q2 2026.
UDR made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1748 holding.
Avion Wealth first reported a position in UDR in Q3 2023 and has held it in 9 quarters since.
Avion Wealth's UDR position peaked at $3K in Q4 2025.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.