FFA
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Farther Finance Advisors’s UDR UDR Stock Holding History

Farther Finance 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
Q3 		$231K Buy
6,896
+5,571
+420% +$209K ﹤0.01% 2184
2026
Q2 		$52.9K Sell
1,325
-51
-4% -$1.89K ﹤0.01% 3206
2026
Q1 		$47.1K Sell
1,376
-185
-12% -$6.79K ﹤0.01% 3033
2025
Q4 		$57.3K Buy
1,561
+722
+86% +$25.7K ﹤0.01% 2725
2025
Q3 		$31.2K Buy
839
+493
+142% +$19.2K ﹤0.01% 2745
2025
Q2 		$14.1K Buy
346
+86
+33% +$3.56K ﹤0.01% 2885
2025
Q1 		$11.7K Sell
260
-349
-57% -$14.9K ﹤0.01% 2664
2024
Q4 		$26.4K Sell
609
-14
-2% -$619 ﹤0.01% 1960
2024
Q3 		$28.2K Buy
623
+200
+47% +$8.57K ﹤0.01% 1928
2024
Q2 		$17.4K Buy
423
+333
+370% +$12.8K ﹤0.01% 1827
2024
Q1 		$3.3K Buy
90
+27
+43% +$993 ﹤0.01% 2267
2023
Q4 		$2.41K Sell
63
-4
-6% -$139 ﹤0.01% 2351
2023
Q3 		$2.39K Hold
67
– – ﹤0.01% 1787
2023
Q2 		$2.88K Buy
67
+7
+12% +$288 ﹤0.01% 1630
2023
Q1 		$2.46K Hold
60
– – ﹤0.01% 1564
2022
Q4 		$2.32K Buy
+60
New +$2.37K ﹤0.01% 1399

Other funds holding UDR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Farther Finance Advisors's UDR Position: Q3 2026 in Review

Farther Finance Advisors increased its UDR (UDR) stake by 420% in Q3 2026, buying an estimated $209K and bringing the position to 6,896 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Farther Finance Advisors first reported a position in UDR in Q4 2022 and has held it in 16 quarters since. 17 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Farther Finance Advisors held 6,896 shares of UDR worth $231K as of Q3 2026.
  • Farther Finance Advisors bought 5,571 UDR shares in Q3 2026, an estimated $209K.
  • UDR made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2184 holding.
  • Farther Finance Advisors first reported a position in UDR in Q4 2022 and has held it in 16 quarters since.
  • 17 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.