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GeoWealth Management’s UDR UDR Stock Holding History

GeoWealth Management’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 		$906K Sell
22,707
-7,360
-24% -$272K 0.03% 348
2026
Q1 		$1.02M Sell
30,067
-2,256
-7% -$82.8K 0.04% 281
2025
Q4 		$1.19M Sell
32,323
-671
-2% -$23.9K 0.04% 238
2025
Q3 		$1.23M Buy
32,994
+640
+2% +$25K 0.04% 258
2025
Q2 		$1.32M Buy
32,354
+1,771
+6% +$73.3K 0.05% 209
2025
Q1 		$1.38M Buy
30,583
+5
+0% +$214 0.06% 209
2024
Q4 		$1.33M Buy
30,578
+5,421
+22% +$240K 0.04% 245
2024
Q3 		$1.14M Buy
25,157
+13
+0.1% +$557 0.04% 275
2024
Q2 		$1.03M Buy
25,144
+4,539
+22% +$175K 0.05% 265
2024
Q1 		$771K Buy
+20,605
New +$758K 0.03% 343

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

GeoWealth Management's UDR Position: Q2 2026 in Review

GeoWealth Management reduced its UDR (UDR) stake by 24% in Q2 2026, selling an estimated $272K and leaving 22,707 shares worth $906K. The position accounts for 0.03% of the portfolio, ranked #348.

GeoWealth Management first reported a position in UDR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.38M in Q1 2025. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • GeoWealth Management held 22,707 shares of UDR worth $906K as of Q2 2026.
  • GeoWealth Management sold 7,360 UDR shares in Q2 2026, an estimated $272K.
  • UDR made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #348 holding.
  • GeoWealth Management first reported a position in UDR in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's UDR position peaked at $1.38M in Q1 2025.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.