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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
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

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

Farther Finance Advisors's UDR Position: Q2 2026 in Review

Farther Finance Advisors reduced its UDR (UDR) stake by 3.7% in Q2 2026, selling an estimated $1.89K and leaving 1,325 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

Farther Finance Advisors first reported a position in UDR in Q4 2022 and has held it in 15 quarters since. The position peaked at $57.3K in Q4 2025. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Farther Finance Advisors held 1,325 shares of UDR worth $52.9K as of Q2 2026.
  • Farther Finance Advisors sold 51 UDR shares in Q2 2026, an estimated $1.89K.
  • UDR made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3206 holding.
  • Farther Finance Advisors first reported a position in UDR in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's UDR position peaked at $57.3K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.