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High Note Wealth’s UDR UDR Stock Holding History

High Note Wealth’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 		$1.84K Buy
+46
New +$1.7K ﹤0.01% 839
2025
Q3 		– Sell
-3
Closed -$122 – 997
2025
Q2 		$122 Hold
3
– – ﹤0.01% 861
2025
Q1 		$136 Hold
3
– – ﹤0.01% 843
2024
Q4 		$130 Buy
+3
New +$133 ﹤0.01% 861

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

High Note Wealth's UDR Position: Q2 2026 in Review

High Note Wealth opened a new position in UDR (UDR) in Q2 2026: 46 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: High Note Wealth previously reported a position in UDR as recently as Q2 2025.

High Note Wealth first reported a position in UDR in Q4 2024 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • High Note Wealth held 46 shares of UDR worth $1.84K as of Q2 2026.
  • UDR was a new High Note Wealth position in Q2 2026.
  • UDR made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #839 holding.
  • High Note Wealth first reported a position in UDR in Q4 2024 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.