Destiny Wealth Partners’s UDR UDR Stock Holding History

Destiny Wealth Partners’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	-20	Closed	-$676	–	1036
2026 Q1	$676	Buy	+20	New	+$734	﹤0.01%	1103

Other funds holding UDR

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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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Destiny Wealth Partners's UDR Position: Q2 2026 in Review

Destiny Wealth Partners sold out of UDR (UDR) in Q2 2026, closing a stake of 20 shares — an estimated $676 sold.

Destiny Wealth Partners first reported a position in UDR in Q1 2026 and held it in 1 quarter. The position peaked at $676 in Q1 2026. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Destiny Wealth Partners reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 20 UDR shares in Q2 2026, an estimated $676.
Destiny Wealth Partners first reported a position in UDR in Q1 2026 and held it in 1 quarter.
Destiny Wealth Partners's UDR position peaked at $676 in Q1 2026.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.