Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$497K Buy
+12,448
New +$460K ﹤0.01% 2354
2026
Q1
Sell
-2,053
Closed -$75.3K 4331
2025
Q4
$75.3K Buy
+2,053
New +$73K ﹤0.01% 3645

Other funds holding UDR

Kestra Advisory Services's UDR Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in UDR (UDR) in Q2 2026: 12,448 shares worth $497K. The stake represents ﹤0.01% of the portfolio and ranks #2354 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in UDR as recently as Q4 2025.

Kestra Advisory Services first reported a position in UDR in Q4 2025 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Kestra Advisory Services held 12,448 shares of UDR worth $497K as of Q2 2026.
  • UDR was a new Kestra Advisory Services position in Q2 2026.
  • UDR made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2354 holding.
  • Kestra Advisory Services first reported a position in UDR in Q4 2025 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.