Jones Financial Companies
UDR icon

Jones Financial Companies’s UDR UDR Stock Holding History

Jones Financial Companies’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 		$224K Buy
5,606
+867
+18% +$32.1K ﹤0.01% 2524
2026
Q1 		$159K Buy
4,739
+3,236
+215% +$119K ﹤0.01% 2477
2025
Q4 		$55.1K Buy
1,503
+540
+56% +$19.2K ﹤0.01% 2473
2025
Q3 		$35.8K Sell
963
-174
-15% -$6.79K ﹤0.01% 2519
2025
Q2 		$46.3K Sell
1,137
-246
-18% -$10.2K ﹤0.01% 2250
2025
Q1 		$61.6K Buy
1,383
+214
+18% +$9.16K ﹤0.01% 1980
2024
Q4 		$50.8K Buy
1,169
+16
+1% +$708 ﹤0.01% 1872
2024
Q3 		$51.9K Buy
1,153
+502
+77% +$21.5K ﹤0.01% 1621
2024
Q2 		$26.8K Buy
+651
New +$25.1K ﹤0.01% 1459
2013
Q4 		– Sell
-3,005
Closed -$71K – 526
2013
Q3 		$71K Hold
3,005
– – ﹤0.01% 265
2013
Q2 		$77K Buy
+3,005
New +$74.5K ﹤0.01% 276

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 $3.38T AUM 44.17% 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

Jones Financial Companies's UDR Position: Q2 2026 in Review

Jones Financial Companies increased its UDR (UDR) stake by 18% in Q2 2026, buying an estimated $32.1K and bringing the position to 5,606 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

Jones Financial Companies first reported a position in UDR in Q2 2013 and has held it in 11 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Jones Financial Companies held 5,606 shares of UDR worth $224K as of Q2 2026.
  • Jones Financial Companies bought 867 UDR shares in Q2 2026, an estimated $32.1K.
  • UDR made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2524 holding.
  • Jones Financial Companies first reported a position in UDR in Q2 2013 and has held it in 11 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.