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Financial Consulate’s UDR UDR Stock Holding History

Financial Consulate’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 		$559 Buy
+14
New +$518 ﹤0.01% 1307
2026
Q1 		– Sell
-68
Closed -$2.5K – 1486
2025
Q4 		$2.5K Buy
68
+13
+24% +$462 ﹤0.01% 849
2025
Q3 		$2.05K Buy
+55
New +$2.15K ﹤0.01% 775

Other funds holding UDR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Financial Consulate's UDR Position: Q2 2026 in Review

Financial Consulate opened a new position in UDR (UDR) in Q2 2026: 14 shares worth $559. The stake represents ﹤0.01% of the portfolio and ranks #1307 among its holdings. This is a return to the name: Financial Consulate previously reported a position in UDR as recently as Q4 2025.

Financial Consulate first reported a position in UDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.5K in Q4 2025. 98 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Financial Consulate held 14 shares of UDR worth $559 as of Q2 2026.
  • UDR was a new Financial Consulate position in Q2 2026.
  • UDR made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1307 holding.
  • Financial Consulate first reported a position in UDR in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's UDR position peaked at $2.5K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.