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Dogwood Wealth Management’s UDR UDR Stock Holding History

Dogwood Wealth Management’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 		$4.03K Sell
101
-71
-41% -$2.63K ﹤0.01% 545
2026
Q1 		$5.81K Buy
+172
New +$6.32K ﹤0.01% 442
2025
Q3 		– Sell
-110
Closed -$4.51K – 808
2025
Q2 		$4.51K Buy
+110
New +$4.55K ﹤0.01% 464

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

Dogwood Wealth Management's UDR Position: Q2 2026 in Review

Dogwood Wealth Management reduced its UDR (UDR) stake by 41% in Q2 2026, selling an estimated $2.63K and leaving 101 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Dogwood Wealth Management first reported a position in UDR in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.81K in Q1 2026. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Dogwood Wealth Management held 101 shares of UDR worth $4.03K as of Q2 2026.
  • Dogwood Wealth Management sold 71 UDR shares in Q2 2026, an estimated $2.63K.
  • UDR made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #545 holding.
  • Dogwood Wealth Management first reported a position in UDR in Q2 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's UDR position peaked at $5.81K in Q1 2026.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.