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JNBA Financial Advisors’s UDR UDR Stock Holding History

JNBA Financial Advisors’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 		$16.4K Hold
410
– – ﹤0.01% 462
2026
Q1 		$13.8K Hold
410
– – ﹤0.01% 459
2025
Q4 		$15K Hold
410
– – ﹤0.01% 447
2025
Q3 		$15.3K Hold
410
– – ﹤0.01% 434
2025
Q2 		$16.7K Buy
+410
New +$17K ﹤0.01% 415
2018
Q4 		– Sell
-582
Closed -$24K – 723
2018
Q3 		$24K Buy
+582
New +$22.6K 0.01% 299
2016
Q4 		– Sell
-380
Closed -$14K – 1295
2016
Q3 		$14K Buy
+380
New +$13.8K ﹤0.01% 932

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JNBA Financial Advisors's UDR Position: Q2 2026 in Review

JNBA Financial Advisors held its UDR (UDR) position steady in Q2 2026 at 410 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

JNBA Financial Advisors first reported a position in UDR in Q3 2016 and has held it in 7 quarters since. The position peaked at $24K in Q3 2018. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • JNBA Financial Advisors held 410 shares of UDR worth $16.4K as of Q2 2026.
  • JNBA Financial Advisors left its UDR share count unchanged in Q2 2026.
  • UDR made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #462 holding.
  • JNBA Financial Advisors first reported a position in UDR in Q3 2016 and has held it in 7 quarters since.
  • JNBA Financial Advisors's UDR position peaked at $24K in Q3 2018.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.