Clark Wealth Partners
UDR icon

Clark Wealth Partners’s UDR UDR Stock Holding History

Clark Wealth Partners’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
Q3 		$34 Sell
1
-3
-75% -$113 ﹤0.01% 1060
2026
Q2 		$160 Hold
4
– – ﹤0.01% 553
2026
Q1 		$136 Sell
4
-11
-73% -$404 ﹤0.01% 589
2025
Q4 		$550 Hold
15
– – ﹤0.01% 527
2025
Q3 		$550 Hold
15
– – ﹤0.01% 527
2025
Q2 		$612 Buy
15
+2
+15% +$83 ﹤0.01% 466
2025
Q1 		$587 Sell
13
-2
-13% -$86 ﹤0.01% 482
2024
Q4 		$651 Buy
+15
New +$663 ﹤0.01% 477

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Clark Wealth Partners's UDR Position: Q3 2026 in Review

Clark Wealth Partners reduced its UDR (UDR) stake by 75% in Q3 2026, selling an estimated $113 and leaving 1 share worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Clark Wealth Partners first reported a position in UDR in Q4 2024 and has held it in 8 quarters since. The position peaked at $651 in Q4 2024. 445 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Clark Wealth Partners held 1 share of UDR worth $34 as of Q3 2026.
  • Clark Wealth Partners sold 3 UDR shares in Q3 2026, an estimated $113.
  • UDR made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #1060 holding.
  • Clark Wealth Partners first reported a position in UDR in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's UDR position peaked at $651 in Q4 2024.
  • 445 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.