Cetera Investment Advisers
UDR icon

Cetera Investment Advisers’s UDR UDR Stock Holding History

Cetera Investment Advisers’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 		$1.11M Sell
27,757
-3,161
-10% -$117K ﹤0.01% 2965
2026
Q1 		$1.04M Sell
30,918
-892
-3% -$32.8K ﹤0.01% 2863
2025
Q4 		$1.17M Sell
31,810
-520
-2% -$18.5K ﹤0.01% 2686
2025
Q3 		$1.2M Buy
32,330
+7,872
+32% +$307K ﹤0.01% 2617
2025
Q2 		$999K Sell
24,458
-158
-0.6% -$6.54K ﹤0.01% 2371
2025
Q1 		$1.11M Buy
24,616
+2,848
+13% +$122K ﹤0.01% 2181
2024
Q4 		$945K Sell
21,768
-1,546
-7% -$68.4K ﹤0.01% 2196
2024
Q3 		$1.06M Buy
23,314
+838
+4% +$35.9K ﹤0.01% 2084
2024
Q2 		$925K Buy
22,476
+2,665
+13% +$103K ﹤0.01% 2132
2024
Q1 		$741K Buy
19,811
+13,418
+210% +$494K ﹤0.01% 2311
2023
Q4 		$245K Sell
6,393
-561
-8% -$19.5K ﹤0.01% 1914
2023
Q3 		$248K Sell
6,954
-39
-0.6% -$1.55K ﹤0.01% 1850
2023
Q2 		$300K Sell
6,993
-1,400
-17% -$57.6K ﹤0.01% 1751
2023
Q1 		$345K Sell
8,393
-699
-8% -$28.9K ﹤0.01% 1625
2022
Q4 		$352K Buy
+9,092
New +$359K ﹤0.01% 1562
2022
Q3 		– Sell
-6,792
Closed -$313K – 1875
2022
Q2 		$313K Buy
6,792
+263
+4% +$13.3K 0.01% 1391
2022
Q1 		$375K Buy
6,529
+218
+3% +$12.4K 0.01% 1361
2021
Q4 		$379K Buy
6,311
+1,484
+31% +$83.5K 0.01% 1351
2021
Q3 		$256K Sell
4,827
-109
-2% -$5.82K ﹤0.01% 1541
2021
Q2 		$242K Buy
+4,936
New +$232K ﹤0.01% 1554

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

Cetera Investment Advisers's UDR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its UDR (UDR) stake by 10% in Q2 2026, selling an estimated $117K and leaving 27,757 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

Cetera Investment Advisers first reported a position in UDR in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.2M in Q3 2025. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Cetera Investment Advisers held 27,757 shares of UDR worth $1.11M as of Q2 2026.
  • Cetera Investment Advisers sold 3,161 UDR shares in Q2 2026, an estimated $117K.
  • UDR made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2965 holding.
  • Cetera Investment Advisers first reported a position in UDR in Q2 2021 and has held it in 20 quarters since.
  • Cetera Investment Advisers's UDR position peaked at $1.2M in Q3 2025.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.