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EverSource Wealth Advisors’s UDR UDR Stock Holding History

EverSource Wealth Advisors’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 		$62.1K Buy
1,555
+336
+28% +$12.4K ﹤0.01% 1634
2026
Q1 		$41.2K Buy
1,219
+574
+89% +$21.1K ﹤0.01% 2040
2025
Q4 		$23.7K Sell
645
-225
-26% -$8K ﹤0.01% 2274
2025
Q3 		$32.4K Sell
870
-285
-25% -$11.1K ﹤0.01% 2007
2025
Q2 		$47.2K Buy
1,155
+703
+156% +$29.1K ﹤0.01% 1650
2025
Q1 		$20.4K Buy
452
+151
+50% +$6.47K ﹤0.01% 1678
2024
Q4 		$13.1K Buy
301
+86
+40% +$3.8K ﹤0.01% 1867
2024
Q3 		$9.75K Buy
215
+23
+12% +$986 ﹤0.01% 1881
2024
Q2 		$7.69K Buy
192
+20
+12% +$771 ﹤0.01% 2011
2024
Q1 		$6.55K Buy
172
+130
+310% +$4.78K ﹤0.01% 1912
2023
Q4 		$1.61K Buy
42
+16
+62% +$557 ﹤0.01% 2240
2023
Q3 		$927 Sell
26
-66
-72% -$2.63K ﹤0.01% 2261
2023
Q2 		$3.95K Buy
92
+24
+35% +$987 ﹤0.01% 1825
2023
Q1 		$2.79K Sell
68
-45
-40% -$1.86K ﹤0.01% 1834
2022
Q4 		$4.38K Buy
113
+31
+38% +$1.23K ﹤0.01% 1659
2022
Q3 		$3K Buy
+82
New +$3.76K ﹤0.01% 1592
2022
Q2 		– Sell
-27
Closed -$2K – 1893
2022
Q1 		$2K Buy
+27
New +$1.53K ﹤0.01% 1592

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

EverSource Wealth Advisors's UDR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its UDR (UDR) stake by 28% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,555 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

EverSource Wealth Advisors first reported a position in UDR in Q1 2022 and has held it in 17 quarters since. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • EverSource Wealth Advisors held 1,555 shares of UDR worth $62.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 336 UDR shares in Q2 2026, an estimated $12.4K.
  • UDR made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1634 holding.
  • EverSource Wealth Advisors first reported a position in UDR in Q1 2022 and has held it in 17 quarters since.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.