BFC Planning, Inc.’s UDR UDR Stock Holding History

BFC Planning, Inc.’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	$2.64K	Hold	66	–	–	﹤0.01%	2918
2026 Q1	$2.23K	Hold	66	–	–	﹤0.01%	2564
2025 Q4	$2.42K	Hold	66	–	–	﹤0.01%	2577
2025 Q3	$2.46K	Hold	66	–	–	﹤0.01%	2426
2025 Q2	$2.7K	Hold	66	–	–	﹤0.01%	2238
2025 Q1	$2.98K	Hold	66	–	–	﹤0.01%	2199
2024 Q4	$2.86K	Buy	+66	New	+$2.92K	﹤0.01%	2192

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

BFC Planning, Inc.'s UDR Position: Q2 2026 in Review

BFC Planning, Inc. held its UDR (UDR) position steady in Q2 2026 at 66 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

BFC Planning, Inc. first reported a position in UDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98K in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

BFC Planning, Inc. held 66 shares of UDR worth $2.64K as of Q2 2026.
BFC Planning, Inc. left its UDR share count unchanged in Q2 2026.
UDR made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2918 holding.
BFC Planning, Inc. first reported a position in UDR in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s UDR position peaked at $2.98K in Q1 2025.
525 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.