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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
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

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

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

Elevation Wealth Partners increased its UDR (UDR) stake by 398% in Q2 2026, buying an estimated $8.84K and bringing the position to 299 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Elevation Wealth Partners first reported a position in UDR in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Elevation Wealth Partners held 299 shares of UDR worth $11.9K as of Q2 2026.
  • Elevation Wealth Partners bought 239 UDR shares in Q2 2026, an estimated $8.84K.
  • UDR made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #756 holding.
  • Elevation Wealth Partners first reported a position in UDR in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.