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Cetera Trust Company’s UDR UDR Stock Holding History

Cetera Trust Company’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 		$208K Hold
5,205
– – 0.1% 167
2026
Q1 		$176K Sell
5,205
-175
-3% -$6.43K 0.1% 173
2025
Q4 		$197K Sell
5,380
-325
-6% -$11.6K 0.11% 164
2025
Q3 		$213K Hold
5,705
– – 0.12% 161
2025
Q2 		$233K Buy
5,705
+180
+3% +$7.45K 0.14% 154
2025
Q1 		$250K Buy
5,525
+525
+11% +$22.5K 0.16% 130
2024
Q4 		$217K Sell
5,000
-475
-9% -$21K 0.14% 157
2024
Q3 		$248K Sell
5,475
-50
-0.9% -$2.14K 0.15% 140
2024
Q2 		$227K Hold
5,525
– – 0.14% 140
2024
Q1 		$207K Buy
5,525
+3,125
+130% +$115K 0.12% 158
2023
Q4 		$91.9K Buy
+2,400
New +$83.5K 0.06% 203

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

Cetera Trust Company's UDR Position: Q2 2026 in Review

Cetera Trust Company held its UDR (UDR) position steady in Q2 2026 at 5,205 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #167.

Cetera Trust Company first reported a position in UDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $250K in Q1 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Cetera Trust Company held 5,205 shares of UDR worth $208K as of Q2 2026.
  • Cetera Trust Company left its UDR share count unchanged in Q2 2026.
  • UDR made up 0.1% of Cetera Trust Company's portfolio in Q2 2026, its #167 holding.
  • Cetera Trust Company first reported a position in UDR in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's UDR position peaked at $250K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.