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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

JPL Wealth Management's UDR Position: Q1 2026 in Review

JPL Wealth Management opened a new position in UDR (UDR) in Q1 2026: 35 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in UDR as recently as Q3 2025.

JPL Wealth Management first reported a position in UDR in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.3K in Q3 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • JPL Wealth Management held 35 shares of UDR worth $1.18K as of Q1 2026.
  • UDR was a new JPL Wealth Management position in Q1 2026.
  • UDR made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1151 holding.
  • JPL Wealth Management first reported a position in UDR in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's UDR position peaked at $1.3K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.