Bell Investment Advisors’s UDR UDR Stock Holding History

Bell Investment Advisors’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	$559	Hold	14	–	–	﹤0.01%	1693
2026 Q1	$473	Hold	14	–	–	﹤0.01%	1768
2025 Q4	$514	Buy	+14	New	+$498	﹤0.01%	1732
2025 Q3	–	Sell	-14	Closed	-$572	–	1959
2025 Q2	$572	Hold	14	–	–	﹤0.01%	1734
2025 Q1	$633	Hold	14	–	–	﹤0.01%	1684
2024 Q4	$608	Hold	14	–	–	﹤0.01%	1715
2024 Q3	$635	Hold	14	–	–	﹤0.01%	1720
2024 Q2	$577	Hold	14	–	–	﹤0.01%	1757
2024 Q1	$524	Hold	14	–	–	﹤0.01%	1808
2023 Q4	$537	Sell	14 -51	-78%	-$1.77K	﹤0.01%	1806
2023 Q3	$2.32K	Buy	65 +26	+67%	+$1.04K	﹤0.01%	1192
2023 Q2	$1.68K	Sell	39 -12	-24%	-$494	﹤0.01%	1383
2023 Q1	$2.1K	Buy	51 +12	+31%	+$496	﹤0.01%	1241
2022 Q4	$1.51K	Sell	39 -37	-49%	-$1.46K	﹤0.01%	1427
2022 Q3	$3K	Buy	76 +12	+19%	+$551	﹤0.01%	986
2022 Q2	$3K	Buy	+64	New	+$3.23K	﹤0.01%	1032
2021 Q4	$7K	Hold	121	–	–	﹤0.01%	636
2021 Q3	$6K	Buy	+121	New	+$6.46K	﹤0.01%	671

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

Bell Investment Advisors's UDR Position: Q2 2026 in Review

Bell Investment Advisors held its UDR (UDR) position steady in Q2 2026 at 14 shares worth $559. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Bell Investment Advisors first reported a position in UDR in Q3 2021 and has held it in 18 quarters since. The position peaked at $7K in Q4 2021. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Bell Investment Advisors held 14 shares of UDR worth $559 as of Q2 2026.
Bell Investment Advisors left its UDR share count unchanged in Q2 2026.
UDR made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1693 holding.
Bell Investment Advisors first reported a position in UDR in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's UDR position peaked at $7K in Q4 2021.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.