BFPW
UDR icon

BOK Financial Private Wealth’s UDR UDR Stock Holding History

BOK Financial 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 		$377K Sell
9,448
-443
-4% -$16.4K 0.02% 137
2026
Q1 		$334K Sell
9,891
-719
-7% -$26.4K 0.02% 149
2025
Q4 		$389K Sell
10,610
-852
-7% -$30.3K 0.02% 143
2025
Q3 		$427K Sell
11,462
-5,091
-31% -$199K 0.03% 133
2025
Q2 		$676K Buy
+16,553
New +$685K 0.05% 109
2025
Q1 		– Sell
-20
Closed -$869 – 661
2024
Q4 		$869 Buy
+20
New +$884 ﹤0.01% 519
2022
Q3 		– Sell
-271
Closed -$12K – 387
2022
Q2 		$12K Buy
+271
New +$13.7K ﹤0.01% 332

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

BOK Financial Private Wealth's UDR Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its UDR (UDR) stake by 4.5% in Q2 2026, selling an estimated $16.4K and leaving 9,448 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #137.

BOK Financial Private Wealth first reported a position in UDR in Q2 2022 and has held it in 7 quarters since. The position peaked at $676K in Q2 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • BOK Financial Private Wealth held 9,448 shares of UDR worth $377K as of Q2 2026.
  • BOK Financial Private Wealth sold 443 UDR shares in Q2 2026, an estimated $16.4K.
  • UDR made up 0.02% of BOK Financial Private Wealth's portfolio in Q2 2026, its #137 holding.
  • BOK Financial Private Wealth first reported a position in UDR in Q2 2022 and has held it in 7 quarters since.
  • BOK Financial Private Wealth's UDR position peaked at $676K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

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