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 Q2	$2.04K	Sell	51 -21	-29%	-$777	﹤0.01%	690
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 $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

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Bruce G. Allen Investments's UDR Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its UDR (UDR) stake by 29% in Q2 2026, selling an estimated $777 and leaving 51 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Bruce G. Allen Investments first reported a position in UDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.03K in Q3 2024. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Bruce G. Allen Investments held 51 shares of UDR worth $2.04K as of Q2 2026.
Bruce G. Allen Investments sold 21 UDR shares in Q2 2026, an estimated $777.
UDR made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #690 holding.
Bruce G. Allen Investments first reported a position in UDR in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's UDR position peaked at $5.03K in Q3 2024.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.