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Jefferies Financial Group’s UDR UDR Stock Holding History

Jefferies Financial Group’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 		$1.4M Buy
35,181
+24,894
+242% +$921K 0.01% 827
2026
Q1 		$347K Buy
+10,287
New +$378K ﹤0.01% 1340
2025
Q2 		– Sell
-7,793
Closed -$352K – 1816
2025
Q1 		$352K Buy
+7,793
New +$334K ﹤0.01% 1171
2024
Q1 		– Sell
-94,582
Closed -$3.62M – 2042
2023
Q4 		$3.62M Buy
+94,582
New +$3.29M 0.02% 498

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

Jefferies Financial Group's UDR Position: Q2 2026 in Review

Jefferies Financial Group increased its UDR (UDR) stake by 242% in Q2 2026, buying an estimated $921K and bringing the position to 35,181 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #827.

Jefferies Financial Group first reported a position in UDR in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.62M in Q4 2023. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Jefferies Financial Group held 35,181 shares of UDR worth $1.4M as of Q2 2026.
  • Jefferies Financial Group bought 24,894 UDR shares in Q2 2026, an estimated $921K.
  • UDR made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #827 holding.
  • Jefferies Financial Group first reported a position in UDR in Q4 2023 and has held it in 4 quarters since.
  • Jefferies Financial Group's UDR position peaked at $3.62M in Q4 2023.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.