GRP
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Global Retirement Partners’s UDR UDR Stock Holding History

Global Retirement Partners’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 		$187K Buy
+4,689
New +$173K ﹤0.01% 1625
2025
Q4 		$180K Buy
4,906
+4,272
+674% +$152K ﹤0.01% 1534
2025
Q3 		$23.6K Sell
634
-36
-5% -$1.4K ﹤0.01% 2319
2025
Q2 		$27.4K Buy
+670
New +$27.7K ﹤0.01% 2113
2024
Q4 		$24.6K Sell
566
-202
-26% -$8.93K ﹤0.01% 1983
2024
Q3 		$34.8K Sell
768
-533
-41% -$22.8K ﹤0.01% 1737
2024
Q2 		$53.5K Buy
1,301
+36
+3% +$1.39K ﹤0.01% 1504
2024
Q1 		$47.3K Buy
1,265
+52
+4% +$1.91K ﹤0.01% 1441
2023
Q4 		$46.5K Sell
1,213
-1
-0.1% -$35 ﹤0.01% 1405
2023
Q3 		$43K Sell
1,214
-14
-1% -$558 ﹤0.01% 1349
2023
Q2 		$52.8K Buy
1,228
+24
+2% +$987 ﹤0.01% 1244
2023
Q1 		$48.4K Sell
1,204
-26
-2% -$1.07K ﹤0.01% 1256
2022
Q4 		$47.6K Buy
1,230
+183
+17% +$7.23K ﹤0.01% 1110
2022
Q3 		$42K Sell
1,047
-19
-2% -$872 ﹤0.01% 1093
2022
Q2 		$49K Buy
1,066
+25
+2% +$1.26K ﹤0.01% 999
2022
Q1 		$50K Buy
+1,041
New +$59.1K ﹤0.01% 998
2021
Q4 		– Sell
-5
Closed – – 1695
2021
Q3 		$0 Hold
5
– – ﹤0.01% 2060
2021
Q2 		$0 Buy
+5
New +$235 ﹤0.01% 1948

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Global Retirement Partners's UDR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in UDR (UDR) in Q2 2026: 4,689 shares worth $187K. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UDR as recently as Q4 2025.

Global Retirement Partners first reported a position in UDR in Q2 2021 and has held it in 18 quarters since. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Global Retirement Partners held 4,689 shares of UDR worth $187K as of Q2 2026.
  • UDR was a new Global Retirement Partners position in Q2 2026.
  • UDR made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1625 holding.
  • Global Retirement Partners first reported a position in UDR in Q2 2021 and has held it in 18 quarters since.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.