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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
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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Essential Partners's UDR Position: Q2 2026 in Review

Essential Partners increased its UDR (UDR) stake by 1,099% in Q2 2026, buying an estimated $34.1K and bringing the position to 1,007 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #668.

Essential Partners first reported a position in UDR in Q2 2025 and has held it in 5 quarters since. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Essential Partners held 1,007 shares of UDR worth $40.2K as of Q2 2026.
  • Essential Partners bought 923 UDR shares in Q2 2026, an estimated $34.1K.
  • UDR made up 0.02% of Essential Partners's portfolio in Q2 2026, its #668 holding.
  • Essential Partners first reported a position in UDR in Q2 2025 and has held it in 5 quarters since.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.