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Evolve Private Wealth’s UDR UDR Stock Holding History

Evolve Private Wealth’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 		$240K Buy
+6,022
New +$223K 0.01% 849

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

Evolve Private Wealth's UDR Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in UDR (UDR) in Q2 2026: 6,022 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings.

482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Evolve Private Wealth held 6,022 shares of UDR worth $240K as of Q2 2026.
  • UDR was a new Evolve Private Wealth position in Q2 2026.
  • UDR made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #849 holding.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.