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Bogart Wealth LLC’s UDR UDR Stock Holding History

Bogart Wealth LLC’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 		$21.6K Buy
540
+40
+8% +$1.48K ﹤0.01% 784
2026
Q1 		$16.9K Sell
500
-15
-3% -$551 ﹤0.01% 762
2025
Q4 		$18.9K Buy
515
+15
+3% +$533 ﹤0.01% 701
2025
Q3 		$18.6K Hold
500
– – ﹤0.01% 685
2025
Q2 		$20.4K Sell
500
-11
-2% -$456 ﹤0.01% 624
2025
Q1 		$23.1K Buy
511
+11
+2% +$471 ﹤0.01% 558
2024
Q4 		$21.7K Hold
500
– – ﹤0.01% 569
2024
Q3 		$22.7K Hold
500
– – ﹤0.01% 536
2024
Q2 		$20.6K Hold
500
– – ﹤0.01% 530
2024
Q1 		$18.7K Hold
500
– – ﹤0.01% 531
2023
Q4 		$19.1K Buy
+500
New +$17.4K ﹤0.01% 512

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's UDR Position: Q2 2026 in Review

Bogart Wealth LLC increased its UDR (UDR) stake by 8% in Q2 2026, buying an estimated $1.48K and bringing the position to 540 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Bogart Wealth LLC first reported a position in UDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.1K in Q1 2025. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Bogart Wealth LLC held 540 shares of UDR worth $21.6K as of Q2 2026.
  • Bogart Wealth LLC bought 40 UDR shares in Q2 2026, an estimated $1.48K.
  • UDR made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #784 holding.
  • Bogart Wealth LLC first reported a position in UDR in Q4 2023 and has held it in 11 quarters since.
  • Bogart Wealth LLC's UDR position peaked at $23.1K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.