Basepoint Wealth’s UDR UDR Stock Holding History

Basepoint 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	$897	Hold	22	–	–	﹤0.01%	579
2026 Q1	$750	Buy	22 +1	+5%	+$37	﹤0.01%	598
2025 Q4	$804	Buy	+21	New	+$747	﹤0.01%	565

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

Basepoint Wealth's UDR Position: Q2 2026 in Review

Basepoint Wealth held its UDR (UDR) position steady in Q2 2026 at 22 shares worth $897. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Basepoint Wealth first reported a position in UDR in Q4 2025 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Basepoint Wealth held 22 shares of UDR worth $897 as of Q2 2026.
Basepoint Wealth left its UDR share count unchanged in Q2 2026.
UDR made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #579 holding.
Basepoint Wealth first reported a position in UDR in Q4 2025 and has held it in 3 quarters since.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.