Bruce G. Allen Investments’s UDR UDR Stock Holding History

Bruce G. Allen Investments’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 Q1	$2.43K	Sell	72 -23	-24%	-$845	﹤0.01%	664
2025 Q4	$3.48K	Sell	95 -16	-14%	-$569	﹤0.01%	614
2025 Q3	$4.14K	Hold	111	–	–	﹤0.01%	591
2025 Q2	$4.53K	Hold	111	–	–	﹤0.01%	581
2025 Q1	$5.01K	Hold	111	–	–	﹤0.01%	565
2024 Q4	$4.82K	Hold	111	–	–	﹤0.01%	582
2024 Q3	$5.03K	Hold	111	–	–	﹤0.01%	577
2024 Q2	$4.57K	Hold	111	–	–	﹤0.01%	580
2024 Q1	$4.15K	Hold	111	–	–	﹤0.01%	622
2023 Q4	$4.25K	Buy	+111	New	+$3.86K	﹤0.01%	615

Other funds holding UDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Bruce G. Allen Investments's UDR Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its UDR (UDR) stake by 24% in Q1 2026, selling an estimated $845 and leaving 72 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Bruce G. Allen Investments first reported a position in UDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.03K in Q3 2024. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

Bruce G. Allen Investments held 72 shares of UDR worth $2.43K as of Q1 2026.
Bruce G. Allen Investments sold 23 UDR shares in Q1 2026, an estimated $845.
UDR made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #664 holding.
Bruce G. Allen Investments first reported a position in UDR in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's UDR position peaked at $5.03K in Q3 2024.
525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.