IFP Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15K | Sell |
376
-12
| -3% | -$444 | ﹤0.01% | 3149 |
|
|
2026
Q1 | $13.1K | Buy |
388
+230
| +146% | +$8.45K | ﹤0.01% | 3025 |
|
|
2025
Q4 | $5.79K | Buy |
158
+80
| +103% | +$2.85K | ﹤0.01% | 3342 |
|
|
2025
Q3 | $2.91K | Buy |
+78
| New | +$3.04K | ﹤0.01% | 3535 |
|
|
2025
Q2 | – | Sell |
-116
| Closed | -$4.8K | – | 2426 |
|
|
2025
Q1 | $5.24K | Hold |
116
| – | – | ﹤0.01% | 2825 |
|
|
2024
Q4 | $5.04K | Buy |
116
+21
| +22% | +$929 | ﹤0.01% | 2793 |
|
|
2024
Q3 | $4.31K | Hold |
95
| – | – | ﹤0.01% | 2711 |
|
|
2024
Q2 | $3.91K | Buy |
95
+72
| +313% | +$2.77K | ﹤0.01% | 2641 |
|
|
2024
Q1 | $860 | Buy |
+23
| New | +$846 | ﹤0.01% | 2883 |
|
|
2023
Q4 | – | Sell |
-356
| Closed | -$12.7K | – | 3347 |
|
|
2023
Q3 | $12.7K | Sell |
356
-2,511
| -88% | -$100K | ﹤0.01% | 2157 |
|
|
2023
Q2 | $123K | Sell |
2,867
-908
| -24% | -$37.4K | 0.01% | 1226 |
|
|
2023
Q1 | $139K | Sell |
3,775
-6,232
| -62% | -$257K | 0.01% | 1095 |
|
|
2022
Q4 | $373K | Buy |
10,007
+1,279
| +15% | +$50.5K | 0.01% | 1025 |
|
|
2022
Q3 | $337K | Buy |
8,728
+1,173
| +16% | +$53.8K | 0.01% | 1129 |
|
|
2022
Q2 | $294K | Hold |
7,555
| – | – | 0.01% | 1083 |
|
|
2022
Q1 | $294K | Buy |
7,555
+7,510
| +16,689% | +$426K | 0.01% | 1083 |
|
|
2021
Q4 | $3K | Buy |
45
+11
| +32% | +$619 | ﹤0.01% | 2695 |
|
|
2021
Q3 | $2K | Buy |
+34
| New | +$1.82K | ﹤0.01% | 2907 |
|
|
2021
Q2 | – | Sell |
-2,781
| Closed | -$131K | – | 3240 |
|
|
2021
Q1 | $122K | Buy |
2,781
+199
| +8% | +$8.23K | ﹤0.01% | 1082 |
|
|
2020
Q4 | $99K | Buy |
2,582
+336
| +15% | +$12.3K | ﹤0.01% | 1142 |
|
|
2020
Q3 | $72K | Buy |
2,246
+766
| +52% | +$26.9K | ﹤0.01% | 1144 |
|
|
2020
Q2 | $55K | Buy |
1,480
+1,453
| +5,381% | +$54.2K | ﹤0.01% | 1180 |
|
|
2020
Q1 | $1K | Sell |
27
-1,937
| -99% | -$87.7K | ﹤0.01% | 2623 |
|
|
2019
Q4 | $91K | Hold |
1,964
| – | – | 0.01% | 994 |
|
|
2019
Q3 | $95K | Buy |
+1,964
| New | +$92.5K | 0.01% | 1082 |
|
|
2019
Q1 | – | Sell |
-2,014
| Closed | -$79K | – | 3391 |
|
|
2018
Q4 | $79K | Sell |
2,014
-108
| -5% | -$4.36K | ﹤0.01% | 1333 |
|
|
2018
Q3 | $86K | Buy |
2,122
+57
| +3% | +$2.22K | ﹤0.01% | 1579 |
|
|
2018
Q2 | $78K | Hold |
2,065
| – | – | ﹤0.01% | 1641 |
|
|
2018
Q1 | $80K | Hold |
2,065
| – | – | ﹤0.01% | 1521 |
|
|
2017
Q4 | $80K | Buy |
2,065
+1,957
| +1,812% | +$76.1K | ﹤0.01% | 1534 |
|
|
2017
Q3 | $4K | Sell |
108
-466
| -81% | -$18.1K | ﹤0.01% | 3542 |
|
|
2017
Q2 | $22K | Buy |
574
+466
| +431% | +$17.7K | ﹤0.01% | 2532 |
|
|
2017
Q1 | $4K | Hold |
108
| – | – | ﹤0.01% | 3443 |
|
|
2016
Q4 | $4K | Buy |
+108
| New | +$3.7K | ﹤0.01% | 3428 |
|
|
2016
Q1 | – | Sell |
-180
| Closed | -$7K | – | 3393 |
|
|
2015
Q4 | $7K | Buy |
+180
| New | +$6.46K | ﹤0.01% | 2789 |
|
Other funds holding UDR
CIM
IFP Advisors's UDR Position: Q2 2026 in Review
IFP Advisors reduced its UDR (UDR) stake by 3.1% in Q2 2026, selling an estimated $444 and leaving 376 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.
IFP Advisors first reported a position in UDR in Q4 2015 and has held it in 35 quarters since. The position peaked at $373K in Q4 2022. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.
- IFP Advisors held 376 shares of UDR worth $15K as of Q2 2026.
- IFP Advisors sold 12 UDR shares in Q2 2026, an estimated $444.
- UDR made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3149 holding.
- IFP Advisors first reported a position in UDR in Q4 2015 and has held it in 35 quarters since.
- IFP Advisors's UDR position peaked at $373K in Q4 2022.
- 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.