Clayton Financial Group’s UDR UDR Stock Holding History

Clayton Financial Group’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	–	Sell	-54	Closed	-$1.82K	–	531
2026 Q1	$1.82K	Buy	54 +18	+50%	+$661	﹤0.01%	487
2025 Q4	$1.32K	Buy	+36	New	+$1.28K	﹤0.01%	518

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Clayton Financial Group's UDR Position: Q2 2026 in Review

Clayton Financial Group sold out of UDR (UDR) in Q2 2026, closing a stake of 54 shares — an estimated $1.82K sold.

Clayton Financial Group first reported a position in UDR in Q4 2025 and held it in 2 quarters. The position peaked at $1.82K in Q1 2026. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Clayton Financial Group reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 54 UDR shares in Q2 2026, an estimated $1.82K.
Clayton Financial Group first reported a position in UDR in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's UDR position peaked at $1.82K in Q1 2026.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.