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Clearstead Advisors’s UDR UDR Stock Holding History

Clearstead Advisors’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 		$593K Buy
14,849
+146
+1% +$5.4K 0.01% 698
2026
Q1 		$497K Sell
14,703
-1,157
-7% -$42.5K ﹤0.01% 711
2025
Q4 		$582K Buy
15,860
+229
+1% +$8.14K 0.01% 610
2025
Q3 		$582K Buy
15,631
+14,389
+1,159% +$561K 0.01% 587
2025
Q2 		$50.7K Buy
1,242
+206
+20% +$8.53K ﹤0.01% 1289
2025
Q1 		$46.8K Sell
1,036
-60
-5% -$2.57K ﹤0.01% 1189
2024
Q4 		$47.6K Hold
1,096
– – ﹤0.01% 1170
2024
Q3 		$49.7K Sell
1,096
-11
-1% -$471 ﹤0.01% 1209
2024
Q2 		$45.6K Buy
1,107
+1,096
+9,964% +$42.2K ﹤0.01% 1184
2024
Q1 		$431 Buy
+11
New +$405 ﹤0.01% 1466
2023
Q2 		– Sell
-35
Closed -$1.44K – 1444
2023
Q1 		$1.44K Buy
+35
New +$1.45K ﹤0.01% 1192
2022
Q4 		– Sell
-11
Closed – – 1381
2022
Q3 		$0 Sell
11
-2,377
-100% -$109K ﹤0.01% 1362
2022
Q2 		$110K Buy
2,388
+11
+0.5% +$555 0.01% 486
2022
Q1 		$136K Hold
2,377
– – 0.01% 488
2021
Q4 		$143K Hold
2,377
– – 0.01% 451
2021
Q3 		$126K Hold
2,377
– – 0.01% 438
2021
Q2 		$116K Hold
2,377
– – 0.01% 428
2021
Q1 		$104K Hold
2,377
– – 0.01% 430
2020
Q4 		$91K Hold
2,377
– – 0.01% 434
2020
Q3 		$78K Hold
2,377
– – 0.01% 402
2020
Q2 		$89K Hold
2,377
– – 0.01% 368
2020
Q1 		$87K Buy
+2,377
New +$108K 0.01% 343

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

Clearstead Advisors's UDR Position: Q2 2026 in Review

Clearstead Advisors increased its UDR (UDR) stake by 0.99% in Q2 2026, buying an estimated $5.4K and bringing the position to 14,849 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #698.

Clearstead Advisors first reported a position in UDR in Q1 2020 and has held it in 22 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Clearstead Advisors held 14,849 shares of UDR worth $593K as of Q2 2026.
  • Clearstead Advisors bought 146 UDR shares in Q2 2026, an estimated $5.4K.
  • UDR made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #698 holding.
  • Clearstead Advisors first reported a position in UDR in Q1 2020 and has held it in 22 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.