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Integrity Wealth Solutions’s UDR UDR Stock Holding History

Integrity Wealth Solutions’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 		$229K Hold
6,766
– – 0.09% 117
2025
Q4 		$248K Hold
6,766
– – 0.1% 109
2025
Q3 		$252K Hold
6,766
– – 0.11% 101
2025
Q2 		$276K Hold
6,766
– – 0.13% 95
2025
Q1 		$306K Buy
6,766
+357
+6% +$15.3K 0.17% 87
2024
Q4 		$278K Hold
6,409
– – 0.16% 80
2024
Q3 		$291K Hold
6,409
– – 0.17% 75
2024
Q2 		$264K Hold
6,409
– – 0.17% 76
2024
Q1 		$240K Buy
6,409
+484
+8% +$17.8K 0.16% 88
2023
Q4 		$227K Buy
+5,925
New +$206K 0.16% 88

Other funds holding UDR

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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

Integrity Wealth Solutions's UDR Position: Q1 2026 in Review

Integrity Wealth Solutions held its UDR (UDR) position steady in Q1 2026 at 6,766 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #117.

Integrity Wealth Solutions first reported a position in UDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $306K in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Integrity Wealth Solutions held 6,766 shares of UDR worth $229K as of Q1 2026.
  • Integrity Wealth Solutions left its UDR share count unchanged in Q1 2026.
  • UDR made up 0.09% of Integrity Wealth Solutions's portfolio in Q1 2026, its #117 holding.
  • Integrity Wealth Solutions first reported a position in UDR in Q4 2023 and has held it in 10 quarters since.
  • Integrity Wealth Solutions's UDR position peaked at $306K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.