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Financial Management Professionals’s UDR UDR Stock Holding History

Financial Management Professionals’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 		$599 Hold
15
– – ﹤0.01% 939
2026
Q1 		$507 Sell
15
-15
-50% -$551 ﹤0.01% 881
2025
Q4 		$1.1K Sell
30
-7
-19% -$249 ﹤0.01% 788
2025
Q3 		$1.38K Sell
37
-2
-5% -$78 ﹤0.01% 747
2025
Q2 		$1.59K Sell
39
-45
-54% -$1.86K ﹤0.01% 776
2025
Q1 		$3.79K Sell
84
-12
-13% -$514 ﹤0.01% 669
2024
Q4 		$4.17K Buy
96
+30
+45% +$1.33K ﹤0.01% 639
2024
Q3 		$3K Buy
66
+15
+29% +$643 ﹤0.01% 720
2024
Q2 		$2K Buy
51
+7
+16% +$270 ﹤0.01% 729
2024
Q1 		$2K Sell
44
-41
-48% -$1.51K ﹤0.01% 792
2023
Q4 		$3K Hold
85
– – ﹤0.01% 725
2023
Q3 		$3K Buy
85
+44
+107% +$1.75K ﹤0.01% 685
2023
Q2 		$2K Hold
41
– – ﹤0.01% 771
2023
Q1 		$2K Sell
41
-6
-13% -$248 ﹤0.01% 828
2022
Q4 		$2K Sell
47
-55
-54% -$2.17K ﹤0.01% 773
2022
Q3 		$4K Sell
102
-205
-67% -$9.41K ﹤0.01% 651
2022
Q2 		$14K Buy
307
+20
+7% +$1.01K ﹤0.01% 428
2022
Q1 		$16K Buy
287
+239
+498% +$13.6K ﹤0.01% 414
2021
Q4 		$3K Hold
48
– – ﹤0.01% 693
2021
Q3 		$3K Buy
48
+2
+4% +$107 ﹤0.01% 683
2021
Q2 		$2K Buy
46
+5
+12% +$235 ﹤0.01% 710
2021
Q1 		$2K Hold
41
– – ﹤0.01% 598
2020
Q4 		$2K Buy
41
+9
+28% +$328 ﹤0.01% 571
2020
Q3 		$1K Buy
32
+19
+146% +$667 ﹤0.01% 585
2020
Q2 		$0 Buy
+13
New +$485 ﹤0.01% 630

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

Financial Management Professionals's UDR Position: Q2 2026 in Review

Financial Management Professionals held its UDR (UDR) position steady in Q2 2026 at 15 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Financial Management Professionals first reported a position in UDR in Q2 2020 and has held it in 25 quarters since. The position peaked at $16K in Q1 2022. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Financial Management Professionals held 15 shares of UDR worth $599 as of Q2 2026.
  • Financial Management Professionals left its UDR share count unchanged in Q2 2026.
  • UDR made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #939 holding.
  • Financial Management Professionals first reported a position in UDR in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's UDR position peaked at $16K in Q1 2022.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.