Jones Financial Companies
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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
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

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Jones Financial Companies's UDR Position: Q1 2026 in Review

Jones Financial Companies increased its UDR (UDR) stake by 215% in Q1 2026, buying an estimated $119K and bringing the position to 4,739 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Jones Financial Companies first reported a position in UDR in Q2 2013 and has held it in 10 quarters since. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Jones Financial Companies held 4,739 shares of UDR worth $159K as of Q1 2026.
  • Jones Financial Companies bought 3,236 UDR shares in Q1 2026, an estimated $119K.
  • UDR made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2477 holding.
  • Jones Financial Companies first reported a position in UDR in Q2 2013 and has held it in 10 quarters since.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.