IMG Wealth Management’s UDR UDR Stock Holding History

IMG Wealth Management’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	-81	Closed	-$2.97K	–	613
2025 Q4	$2.97K	Hold	81	–	–	﹤0.01%	465
2025 Q3	$3.02K	Hold	81	–	–	﹤0.01%	408
2025 Q2	$3.31K	Buy	+81	New	+$3.35K	﹤0.01%	400

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

IMG Wealth Management's UDR Position: Q1 2026 in Review

IMG Wealth Management sold out of UDR (UDR) in Q1 2026, closing a stake of 81 shares — an estimated $2.97K sold.

IMG Wealth Management first reported a position in UDR in Q2 2025 and held it in 3 quarters. The position peaked at $3.31K in Q2 2025. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

IMG Wealth Management reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
IMG Wealth Management sold 81 UDR shares in Q1 2026, an estimated $2.97K.
IMG Wealth Management first reported a position in UDR in Q2 2025 and held it in 3 quarters.
IMG Wealth Management's UDR position peaked at $3.31K in Q2 2025.
528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.