Focus Partners Wealth
UDR icon

Focus Partners Wealth’s UDR UDR Stock Holding History

Focus Partners 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 		$1.67M Buy
41,794
+3,816
+10% +$141K ﹤0.01% 1417
2026
Q1 		$1.28M Sell
37,978
-12,073
-24% -$443K ﹤0.01% 1508
2025
Q4 		$1.84M Sell
50,051
-1,347
-3% -$47.9K ﹤0.01% 1363
2025
Q3 		$1.92M Buy
51,398
+2,529
+5% +$98.6K ﹤0.01% 1031
2025
Q2 		$2M Buy
48,869
+673
+1% +$27.9K ﹤0.01% 905
2025
Q1 		$2.18M Sell
48,196
-6,258
-11% -$268K 0.01% 825
2024
Q4 		$2.36M Buy
+54,454
New +$2.41M 0.01% 793

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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

Focus Partners Wealth's UDR Position: Q2 2026 in Review

Focus Partners Wealth increased its UDR (UDR) stake by 10% in Q2 2026, buying an estimated $141K and bringing the position to 41,794 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Focus Partners Wealth first reported a position in UDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q4 2024. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Focus Partners Wealth held 41,794 shares of UDR worth $1.67M as of Q2 2026.
  • Focus Partners Wealth bought 3,816 UDR shares in Q2 2026, an estimated $141K.
  • UDR made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1417 holding.
  • Focus Partners Wealth first reported a position in UDR in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's UDR position peaked at $2.36M in Q4 2024.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

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