Creative Planning’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.36M | Sell |
69,982
-10,835
| -13% | -$398K | ﹤0.01% | 1770 |
|
|
2025
Q4 | $2.96M | Buy |
80,817
+54,851
| +211% | +$1.95M | ﹤0.01% | 1387 |
|
|
2025
Q3 | $967K | Buy |
25,966
+5,677
| +28% | +$221K | ﹤0.01% | 2146 |
|
|
2025
Q2 | $828K | Sell |
20,289
-965
| -5% | -$40K | ﹤0.01% | 2013 |
|
|
2025
Q1 | $960K | Buy |
21,254
+749
| +4% | +$32.1K | ﹤0.01% | 1753 |
|
|
2024
Q4 | $890K | Buy |
20,505
+4,786
| +30% | +$212K | ﹤0.01% | 1731 |
|
|
2024
Q3 | $713K | Sell |
15,719
-13
| -0.1% | -$557 | ﹤0.01% | 1797 |
|
|
2024
Q2 | $647K | Buy |
15,732
+2,181
| +16% | +$84.1K | ﹤0.01% | 1743 |
|
|
2024
Q1 | $507K | Buy |
13,551
+4,971
| +58% | +$183K | ﹤0.01% | 1835 |
|
|
2023
Q4 | $329K | Sell |
8,580
-898
| -9% | -$31.2K | ﹤0.01% | 2022 |
|
|
2023
Q3 | $338K | Sell |
9,478
-1,723
| -15% | -$68.7K | ﹤0.01% | 1833 |
|
|
2023
Q2 | $481K | Buy |
11,201
+646
| +6% | +$26.6K | ﹤0.01% | 1576 |
|
|
2023
Q1 | $433K | Buy |
10,555
+1,706
| +19% | +$70.5K | ﹤0.01% | 1560 |
|
|
2022
Q4 | $343K | Buy |
8,849
+2,244
| +34% | +$88.6K | ﹤0.01% | 1639 |
|
|
2022
Q3 | $275K | Buy |
+6,605
| New | +$303K | ﹤0.01% | 1707 |
|
|
2022
Q2 | – | Sell |
-5,693
| Closed | -$327K | – | 2541 |
|
|
2022
Q1 | $327K | Buy |
5,693
+231
| +4% | +$13.1K | ﹤0.01% | 1575 |
|
|
2021
Q4 | $328K | Buy |
5,462
+1,078
| +25% | +$60.7K | ﹤0.01% | 1559 |
|
|
2021
Q3 | $232K | Buy |
+4,384
| New | +$234K | ﹤0.01% | 1769 |
|
|
2017
Q3 | – | Sell |
-931
| Closed | -$36K | – | 3596 |
|
|
2017
Q2 | $36K | Buy |
931
+119
| +15% | +$4.53K | ﹤0.01% | 2787 |
|
|
2017
Q1 | $29K | Sell |
812
-1,306
| -62% | -$46.7K | ﹤0.01% | 2871 |
|
|
2016
Q4 | $77K | Sell |
2,118
-275
| -11% | -$9.42K | ﹤0.01% | 2049 |
|
|
2016
Q3 | $86K | Hold |
2,393
| – | – | ﹤0.01% | 1957 |
|
|
2016
Q2 | $88K | Buy |
2,393
+411
| +21% | +$14.7K | ﹤0.01% | 1756 |
|
|
2016
Q1 | $76K | Buy |
1,982
+313
| +19% | +$11.2K | ﹤0.01% | 1806 |
|
|
2015
Q4 | $63K | Buy |
1,669
+208
| +14% | +$7.46K | ﹤0.01% | 1934 |
|
|
2015
Q3 | $50K | Buy |
+1,461
| New | +$48.7K | ﹤0.01% | 2041 |
|
|
2015
Q2 | – | Sell |
-2,026
| Closed | -$69K | – | 2901 |
|
|
2015
Q1 | $69K | Hold |
2,026
| – | – | ﹤0.01% | 1787 |
|
|
2014
Q4 | $62K | Sell |
2,026
-233
| -10% | -$6.98K | ﹤0.01% | 1858 |
|
|
2014
Q3 | $62K | Buy |
2,259
+233
| +12% | +$6.74K | ﹤0.01% | 1775 |
|
|
2014
Q2 | $58K | Sell |
2,026
-29
| -1% | -$781 | ﹤0.01% | 1785 |
|
|
2014
Q1 | $53K | Buy |
2,055
+426
| +26% | +$10.7K | ﹤0.01% | 1769 |
|
|
2013
Q4 | $38K | Hold |
1,629
| – | – | ﹤0.01% | 1779 |
|
|
2013
Q3 | $39K | Sell |
1,629
-108
| -6% | -$2.63K | ﹤0.01% | 1671 |
|
|
2013
Q2 | $44K | Buy |
+1,737
| New | +$43.1K | ﹤0.01% | 1455 |
|
Other funds holding UDR
VPM
VCM
CIM
Creative Planning's UDR Position: Q1 2026 in Review
Creative Planning reduced its UDR (UDR) stake by 13% in Q1 2026, selling an estimated $398K and leaving 69,982 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1770.
Creative Planning first reported a position in UDR in Q2 2013 and has held it in 34 quarters since. The position peaked at $2.96M in Q4 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.
- Creative Planning held 69,982 shares of UDR worth $2.36M as of Q1 2026.
- Creative Planning sold 10,835 UDR shares in Q1 2026, an estimated $398K.
- UDR made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1770 holding.
- Creative Planning first reported a position in UDR in Q2 2013 and has held it in 34 quarters since.
- Creative Planning's UDR position peaked at $2.96M in Q4 2025.
- 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.