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JPL Wealth Management’s UDR UDR Stock Holding History

JPL Wealth Management’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 		$2.28K Buy
57
+22
+63% +$814 ﹤0.01% 1028
2026
Q1 		$1.18K Buy
+35
New +$1.28K ﹤0.01% 1151
2025
Q4 		– Sell
-35
Closed -$1.3K – 1062
2025
Q3 		$1.3K Buy
+35
New +$1.36K ﹤0.01% 954

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

JPL Wealth Management's UDR Position: Q2 2026 in Review

JPL Wealth Management increased its UDR (UDR) stake by 63% in Q2 2026, buying an estimated $814 and bringing the position to 57 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

JPL Wealth Management first reported a position in UDR in Q3 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • JPL Wealth Management held 57 shares of UDR worth $2.28K as of Q2 2026.
  • JPL Wealth Management bought 22 UDR shares in Q2 2026, an estimated $814.
  • UDR made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1028 holding.
  • JPL Wealth Management first reported a position in UDR in Q3 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.