Heritage Wealth Advisors’s UDR UDR Stock Holding History

Heritage Wealth Advisors’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	$652K	Sell	19,288 -625	-3%	-$23K	0.03%	112
2025 Q4	$730K	Hold	19,913	–	–	0.03%	123
2025 Q3	$742K	Hold	19,913	–	–	0.03%	102
2025 Q2	$813K	Hold	19,913	–	–	0.04%	97
2025 Q1	$899K	Hold	19,913	–	–	0.05%	86
2024 Q4	$864K	Hold	19,913	–	–	0.04%	91
2024 Q3	$903K	Hold	19,913	–	–	0.04%	95
2024 Q2	$819K	Sell	19,913 -324	-2%	-$12.5K	0.04%	95
2024 Q1	$757K	Buy	20,237 +39	+0.2%	+$1.44K	0.03%	109
2023 Q4	$773K	Sell	20,198 -43,130	-68%	-$1.5M	0.04%	106
2023 Q3	$2.26M	Hold	63,328	–	–	0.12%	51
2023 Q2	$2.72M	Hold	63,328	–	–	0.14%	47
2023 Q1	$2.6M	Hold	63,328	–	–	0.14%	46
2022 Q4	$2.45M	Sell	63,328 -110	-0.2%	-$4.34K	0.14%	49
2022 Q3	$2.65M	Sell	63,438 -310	-0.5%	-$14.2K	0.19%	44
2022 Q2	$2.94M	Sell	63,748 -30	-0%	-$1.51K	0.2%	43
2022 Q1	$3.66M	Sell	63,778 -3,838	-6%	-$218K	0.2%	44
2021 Q4	$4.06M	Sell	67,616 -9,179	-12%	-$516K	0.22%	43
2021 Q3	$4.07M	Hold	76,795	–	–	0.25%	44
2021 Q2	$3.76M	Hold	76,795	–	–	0.23%	46
2021 Q1	$3.37M	Hold	76,795	–	–	0.2%	45
2020 Q4	$2.95M	Hold	76,795	–	–	0.18%	46
2020 Q3	$2.5M	Hold	76,795	–	–	0.32%	39
2020 Q2	$2.87M	Buy	76,795 +7,625	+11%	+$285K	0.4%	36
2020 Q1	$2.53M	Sell	69,170 -1,211	-2%	-$54.8K	0.45%	38
2019 Q4	$3.29M	Hold	70,381	–	–	0.43%	33
2019 Q3	$3.41M	Hold	70,381	–	–	0.5%	28
2019 Q2	$3.16M	Buy	70,381 +54,170	+334%	+$2.44M	0.48%	28
2019 Q1	$737K	Sell	16,211 -1,080	-6%	-$46.9K	0.12%	67
2018 Q4	$685K	Hold	17,291	–	–	0.13%	65
2018 Q3	$699K	Buy	17,291 +1,080	+7%	+$42K	0.14%	62
2018 Q2	$609K	Hold	16,211	–	–	0.23%	63
2018 Q1	$577K	Sell	16,211 -295	-2%	-$10.4K	0.24%	60
2017 Q4	$635K	Buy	16,506 +295	+2%	+$11.5K	0.27%	58
2017 Q3	$617K	Hold	16,211	–	–	0.31%	55
2017 Q2	$632K	Hold	16,211	–	–	0.33%	55
2017 Q1	$588K	Hold	16,211	–	–	0.32%	54
2016 Q4	$591K	Hold	16,211	–	–	0.39%	41
2016 Q3	$583K	Hold	16,211	–	–	0.4%	38
2016 Q2	$599K	Hold	16,211	–	–	0.4%	35
2016 Q1	$625K	Hold	16,211	–	–	0.49%	29
2015 Q4	$609K	Hold	16,211	–	–	0.51%	29
2015 Q3	$559K	Hold	16,211	–	–	0.48%	27
2015 Q2	$519K	Hold	16,211	–	–	0.43%	41
2015 Q1	$552K	Hold	16,211	–	–	0.46%	42
2014 Q4	$500K	Hold	16,211	–	–	0.45%	47
2014 Q3	$442K	Hold	16,211	–	–	0.46%	42
2014 Q2	$464K	Hold	16,211	–	–	0.5%	39
2014 Q1	$419K	Sell	16,211 -323	-2%	-$8.08K	0.48%	41
2013 Q4	$387K	Buy	+16,534	New	+$396K	0.49%	44

Other funds holding UDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Heritage Wealth Advisors's UDR Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its UDR (UDR) stake by 3.1% in Q1 2026, selling an estimated $23K and leaving 19,288 shares worth $652K. The position accounts for 0.03% of the portfolio, ranked #112.

Heritage Wealth Advisors first reported a position in UDR in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.07M in Q3 2021. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

Heritage Wealth Advisors held 19,288 shares of UDR worth $652K as of Q1 2026.
Heritage Wealth Advisors sold 625 UDR shares in Q1 2026, an estimated $23K.
UDR made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #112 holding.
Heritage Wealth Advisors first reported a position in UDR in Q4 2013 and has held it in 50 quarters since.
Heritage Wealth Advisors's UDR position peaked at $4.07M in Q3 2021.
525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.