Carson Wealth (CWM LLC)’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $423K | Buy |
12,527
+1,840
| +17% | +$67.6K | ﹤0.01% | 2131 |
|
|
2025
Q4 | $392K | Buy |
10,687
+6,894
| +182% | +$245K | ﹤0.01% | 2076 |
|
|
2025
Q3 | $141K | Sell |
3,793
-2,013
| -35% | -$78.5K | ﹤0.01% | 2718 |
|
|
2025
Q2 | $237K | Buy |
5,806
+1,941
| +50% | +$80.4K | ﹤0.01% | 2029 |
|
|
2025
Q1 | $175K | Buy |
3,865
+181
| +5% | +$7.75K | ﹤0.01% | 2020 |
|
|
2024
Q4 | $160K | Sell |
3,684
-118
| -3% | -$5.22K | ﹤0.01% | 1977 |
|
|
2024
Q3 | $172K | Buy |
3,802
+347
| +10% | +$14.9K | ﹤0.01% | 1839 |
|
|
2024
Q2 | $142K | Sell |
3,455
-634
| -16% | -$24.4K | ﹤0.01% | 1770 |
|
|
2024
Q1 | $153K | Buy |
4,089
+194
| +5% | +$7.14K | ﹤0.01% | 1650 |
|
|
2023
Q4 | $149K | Sell |
3,895
-1,032
| -21% | -$35.9K | ﹤0.01% | 1556 |
|
|
2023
Q3 | $176K | Buy |
4,927
+74
| +2% | +$2.95K | ﹤0.01% | 1354 |
|
|
2023
Q2 | $208K | Sell |
4,853
-28
| -0.6% | -$1.15K | ﹤0.01% | 1234 |
|
|
2023
Q1 | $200K | Buy |
4,881
+722
| +17% | +$29.8K | ﹤0.01% | 1201 |
|
|
2022
Q4 | $161K | Buy |
4,159
+1,712
| +70% | +$67.6K | ﹤0.01% | 1185 |
|
|
2022
Q3 | $102K | Buy |
2,447
+583
| +31% | +$26.8K | ﹤0.01% | 1321 |
|
|
2022
Q2 | $86K | Buy |
1,864
+10
| +0.5% | +$504 | ﹤0.01% | 1379 |
|
|
2022
Q1 | $106K | Buy |
1,854
+593
| +47% | +$33.7K | ﹤0.01% | 1303 |
|
|
2021
Q4 | $76K | Buy |
+1,261
| New | +$71K | ﹤0.01% | 1415 |
|
|
2021
Q2 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1415 |
|
|
2021
Q1 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q4 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q3 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q2 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q1 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q4 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q3 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q2 | $49K | Hold |
1,008
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q1 | $49K | Buy |
1,008
+851
| +542% | +$36.9K | ﹤0.01% | 1415 |
|
|
2018
Q4 | $6K | Buy |
+157
| New | +$6.34K | ﹤0.01% | 1494 |
|
|
2018
Q1 | – | Sell |
-911
| Closed | -$35K | – | 1538 |
|
|
2017
Q4 | $35K | Buy |
911
+24
| +3% | +$933 | ﹤0.01% | 597 |
|
|
2017
Q3 | $34K | Buy |
+887
| New | +$34.4K | ﹤0.01% | 598 |
|
Other funds holding UDR
CIM
Carson Wealth (CWM LLC)'s UDR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its UDR (UDR) stake by 17% in Q1 2026, buying an estimated $67.6K and bringing the position to 12,527 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.
Carson Wealth (CWM LLC) first reported a position in UDR in Q3 2017 and has held it in 31 quarters since. 527 funds tracked by Wall St. Rank hold UDR as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,527 shares of UDR worth $423K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,840 UDR shares in Q1 2026, an estimated $67.6K.
- UDR made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2131 holding.
- Carson Wealth (CWM LLC) first reported a position in UDR in Q3 2017 and has held it in 31 quarters since.
- 527 funds tracked by Wall St. Rank held UDR as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.