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HBK Sorce Advisory’s UDR UDR Stock Holding History

HBK Sorce Advisory’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
Q1 		– Sell
-8,396
Closed -$315K – 699
2025
Q4 		$315K Sell
8,396
-975
-10% -$34.7K 0.01% 466
2025
Q3 		$339K Sell
9,371
-164
-2% -$6.4K 0.01% 441
2025
Q2 		$389K Sell
9,535
-315
-3% -$13K 0.01% 394
2025
Q1 		$445K Sell
9,850
-25
-0.3% -$1.07K 0.01% 363
2024
Q4 		$429K Sell
9,875
-196
-2% -$8.67K 0.01% 371
2024
Q3 		$457K Sell
10,071
-700
-6% -$30K 0.01% 353
2024
Q2 		$443K Sell
10,771
-530
-5% -$20.4K 0.02% 351
2024
Q1 		$423K Sell
11,301
-3,266
-22% -$120K 0.01% 375
2023
Q4 		$558K Sell
14,567
-1,856
-11% -$64.6K 0.02% 298
2023
Q3 		$586K Sell
16,423
-205
-1% -$8.17K 0.03% 283
2023
Q2 		$714K Sell
16,628
-834
-5% -$34.3K 0.03% 262
2023
Q1 		$717K Buy
+17,462
New +$721K 0.03% 264

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

HBK Sorce Advisory's UDR Position: Q1 2026 in Review

HBK Sorce Advisory sold out of UDR (UDR) in Q1 2026, closing a stake of 8,396 shares — an estimated $315K sold.

HBK Sorce Advisory first reported a position in UDR in Q1 2023 and held it in 12 quarters. The position peaked at $717K in Q1 2023. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • HBK Sorce Advisory reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 8,396 UDR shares in Q1 2026, an estimated $315K.
  • HBK Sorce Advisory first reported a position in UDR in Q1 2023 and held it in 12 quarters.
  • HBK Sorce Advisory's UDR position peaked at $717K in Q1 2023.
  • 528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.