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Essential Partners’s UDR UDR Stock Holding History

Essential 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 		$85.9K Buy
2,561
+1,554
+154% +$58.3K 0.04% 464
2026
Q2 		$40.2K Buy
1,007
+923
+1,099% +$34.1K 0.02% 668
2026
Q1 		$2.84K Sell
84
-16
-16% -$588 ﹤0.01% 1843
2025
Q4 		$3.67K Buy
100
+81
+426% +$2.88K ﹤0.01% 1558
2025
Q3 		$708 Sell
19
-41
-68% -$1.6K ﹤0.01% 2118
2025
Q2 		$2.45K Buy
+60
New +$2.48K ﹤0.01% 1258

Other funds holding UDR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Essential Partners's UDR Position: Q3 2026 in Review

Essential Partners increased its UDR (UDR) stake by 154% in Q3 2026, buying an estimated $58.3K and bringing the position to 2,561 shares worth $85.9K. The position accounts for 0.04% of the portfolio, ranked #464.

Essential Partners first reported a position in UDR in Q2 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Essential Partners held 2,561 shares of UDR worth $85.9K as of Q3 2026.
  • Essential Partners bought 1,554 UDR shares in Q3 2026, an estimated $58.3K.
  • UDR made up 0.04% of Essential Partners's portfolio in Q3 2026, its #464 holding.
  • Essential Partners first reported a position in UDR in Q2 2025 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.