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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
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

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

Clark Wealth Partners's UDR Position: Q2 2026 in Review

Clark Wealth Partners held its UDR (UDR) position steady in Q2 2026 at 4 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Clark Wealth Partners first reported a position in UDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $651 in Q4 2024. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Clark Wealth Partners held 4 shares of UDR worth $160 as of Q2 2026.
  • Clark Wealth Partners left its UDR share count unchanged in Q2 2026.
  • UDR made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #553 holding.
  • Clark Wealth Partners first reported a position in UDR in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's UDR position peaked at $651 in Q4 2024.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.