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Elevation Wealth Partners’s UDR UDR Stock Holding History

Elevation 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
Q3 		$2.01K Sell
60
-239
-80% -$8.96K ﹤0.01% 1236
2026
Q2 		$11.9K Buy
299
+239
+398% +$8.84K ﹤0.01% 756
2026
Q1 		$2.03K Buy
60
+18
+43% +$661 ﹤0.01% 907
2025
Q4 		$1.54K Buy
+42
New +$1.49K ﹤0.01% 822

Other funds holding UDR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's UDR Position: Q3 2026 in Review

Elevation Wealth Partners reduced its UDR (UDR) stake by 80% in Q3 2026, selling an estimated $8.96K and leaving 60 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Elevation Wealth Partners first reported a position in UDR in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.9K in Q2 2026. 17 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Elevation Wealth Partners held 60 shares of UDR worth $2.01K as of Q3 2026.
  • Elevation Wealth Partners sold 239 UDR shares in Q3 2026, an estimated $8.96K.
  • UDR made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1236 holding.
  • Elevation Wealth Partners first reported a position in UDR in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's UDR position peaked at $11.9K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.