Corient Private Wealth
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Corient Private Wealth’s UDR UDR Stock Holding History

Corient Private Wealth’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 		$783K Sell
19,617
-7,090
-27% -$262K ﹤0.01% 1942
2026
Q1 		$881K Buy
26,707
+2,013
+8% +$73.9K ﹤0.01% 1722
2025
Q4 		$906K Buy
24,694
+12,054
+95% +$429K ﹤0.01% 1560
2025
Q3 		$471K Buy
12,640
+2,031
+19% +$79.2K ﹤0.01% 1827
2025
Q2 		$433K Sell
10,609
-454
-4% -$18.8K ﹤0.01% 1780
2025
Q1 		$500K Sell
11,063
-1,982
-15% -$84.9K ﹤0.01% 1596
2024
Q4 		$566K Buy
13,045
+2,069
+19% +$91.5K ﹤0.01% 1551
2024
Q3 		$498K Buy
10,976
+1,121
+11% +$48K ﹤0.01% 1729
2024
Q2 		$406K Buy
9,855
+1,761
+22% +$67.9K ﹤0.01% 1756
2024
Q1 		$303K Buy
8,094
+2,788
+53% +$103K ﹤0.01% 1885
2023
Q4 		$203K Sell
5,306
-571
-10% -$19.9K ﹤0.01% 2071
2023
Q3 		$210K Sell
5,877
-1,248
-18% -$49.7K ﹤0.01% 1897
2023
Q2 		$306K Buy
7,125
+549
+8% +$22.6K ﹤0.01% 1687
2023
Q1 		$270K Buy
+6,576
New +$272K ﹤0.01% 1659

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

Corient Private Wealth's UDR Position: Q2 2026 in Review

Corient Private Wealth reduced its UDR (UDR) stake by 27% in Q2 2026, selling an estimated $262K and leaving 19,617 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Corient Private Wealth first reported a position in UDR in Q1 2023 and has held it in 14 quarters since. The position peaked at $906K in Q4 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Corient Private Wealth held 19,617 shares of UDR worth $783K as of Q2 2026.
  • Corient Private Wealth sold 7,090 UDR shares in Q2 2026, an estimated $262K.
  • UDR made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1942 holding.
  • Corient Private Wealth first reported a position in UDR in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's UDR position peaked at $906K in Q4 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.