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
Q1 		$881K Sell
26,707
-23,288
-47% -$855K ﹤0.01% 1722
2025
Q4 		$1.81M Buy
49,995
+37,355
+296% +$1.33M ﹤0.01% 1576
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Corient Private Wealth's UDR Position: Q1 2026 in Review

Corient Private Wealth reduced its UDR (UDR) stake by 47% in Q1 2026, selling an estimated $855K and leaving 26,707 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Corient Private Wealth first reported a position in UDR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.81M in Q4 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Corient Private Wealth held 26,707 shares of UDR worth $881K as of Q1 2026.
  • Corient Private Wealth sold 23,288 UDR shares in Q1 2026, an estimated $855K.
  • UDR made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1722 holding.
  • Corient Private Wealth first reported a position in UDR in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's UDR position peaked at $1.81M in Q4 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.