Janney Montgomery Scott
UDR icon

Janney Montgomery Scott’s UDR UDR Stock Holding History

Janney Montgomery Scott’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 		$597K Buy
14,953
+251
+2% +$9.28K ﹤0.01% 2277
2026
Q1 		$497K Sell
14,702
-178
-1% -$6.54K ﹤0.01% 2051
2025
Q4 		$546K Sell
14,880
-308
-2% -$11K ﹤0.01% 2127
2025
Q3 		$566K Buy
15,188
+1,343
+10% +$52.4K ﹤0.01% 2064
2025
Q2 		$565K Buy
13,845
+16
+0.1% +$663 ﹤0.01% 1939
2025
Q1 		$625K Sell
13,829
-632
-4% -$27.1K ﹤0.01% 1834
2024
Q4 		$628K Buy
14,461
+231
+2% +$10.2K ﹤0.01% 1854
2024
Q3 		$645K Sell
14,230
-64
-0.4% -$2.74K ﹤0.01% 1793
2024
Q2 		$588K Buy
14,294
+234
+2% +$9.02K ﹤0.01% 1760
2024
Q1 		$526K Buy
14,060
+232
+2% +$8.54K ﹤0.01% 1964
2023
Q4 		$529K Sell
13,828
-112
-0.8% -$3.9K ﹤0.01% 1852
2023
Q3 		$497K Buy
13,940
+21
+0.2% +$837 ﹤0.01% 1773
2023
Q2 		$598K Buy
13,919
+758
+6% +$31.2K ﹤0.01% 1727
2023
Q1 		$540K Buy
13,161
+19
+0.1% +$785 ﹤0.01% 1676
2022
Q4 		$509K Buy
13,142
+35
+0.3% +$1.38K ﹤0.01% 1769
2022
Q3 		$547K Sell
13,107
-2,584
-16% -$119K ﹤0.01% 1647
2022
Q2 		$726K Sell
15,691
-787
-5% -$39.7K ﹤0.01% 1405
2022
Q1 		$945K Sell
16,478
-142
-0.9% -$8.06K ﹤0.01% 1278
2021
Q4 		$997K Sell
16,620
-742
-4% -$41.8K ﹤0.01% 1332
2021
Q3 		$920K Buy
17,362
+13,232
+320% +$707K ﹤0.01% 1322
2021
Q2 		$202K Buy
+4,130
New +$194K ﹤0.01% 2136
2020
Q1 		– Sell
-4,803
Closed -$224K – 2098
2019
Q4 		$224K Buy
4,803
+9
+0.2% +$432 ﹤0.01% 1869
2019
Q3 		$232K Buy
+4,794
New +$226K ﹤0.01% 1816

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

Janney Montgomery Scott's UDR Position: Q2 2026 in Review

Janney Montgomery Scott increased its UDR (UDR) stake by 1.7% in Q2 2026, buying an estimated $9.28K and bringing the position to 14,953 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Janney Montgomery Scott first reported a position in UDR in Q3 2019 and has held it in 23 quarters since. The position peaked at $997K in Q4 2021. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Janney Montgomery Scott held 14,953 shares of UDR worth $597K as of Q2 2026.
  • Janney Montgomery Scott bought 251 UDR shares in Q2 2026, an estimated $9.28K.
  • UDR made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2277 holding.
  • Janney Montgomery Scott first reported a position in UDR in Q3 2019 and has held it in 23 quarters since.
  • Janney Montgomery Scott's UDR position peaked at $997K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.