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IRON Financial’s UDR UDR Stock Holding History

IRON Financial’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 		$270K Buy
6,754
+411
+6% +$15.2K 0.11% 119
2026
Q1 		$214K Sell
6,343
-136
-2% -$4.99K 0.09% 132
2025
Q4 		$238K Sell
6,479
-199
-3% -$7.08K 0.11% 115
2025
Q3 		$249K Sell
6,678
-13,052
-66% -$509K 0.12% 108
2025
Q2 		$806K Sell
19,730
-48
-0.2% -$1.99K 0.42% 44
2025
Q1 		$893K Buy
19,778
+2,104
+12% +$90.1K 0.5% 34
2024
Q4 		$767K Buy
17,674
+511
+3% +$22.6K 0.43% 43
2024
Q3 		$778K Buy
+17,163
New +$735K 0.42% 46

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

IRON Financial's UDR Position: Q2 2026 in Review

IRON Financial increased its UDR (UDR) stake by 6.5% in Q2 2026, buying an estimated $15.2K and bringing the position to 6,754 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #119.

IRON Financial first reported a position in UDR in Q3 2024 and has held it in 8 quarters since. The position peaked at $893K in Q1 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • IRON Financial held 6,754 shares of UDR worth $270K as of Q2 2026.
  • IRON Financial bought 411 UDR shares in Q2 2026, an estimated $15.2K.
  • UDR made up 0.11% of IRON Financial's portfolio in Q2 2026, its #119 holding.
  • IRON Financial first reported a position in UDR in Q3 2024 and has held it in 8 quarters since.
  • IRON Financial's UDR position peaked at $893K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.