Kestra Advisory Services
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Kestra Advisory Services’s UDR UDR Stock Holding History

Kestra Advisory Services’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
Q3 		$547K Buy
16,306
+3,858
+31% +$145K ﹤0.01% 2414
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

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Nuveen
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Kestra Advisory Services's UDR Position: Q3 2026 in Review

Kestra Advisory Services increased its UDR (UDR) stake by 31% in Q3 2026, buying an estimated $145K and bringing the position to 16,306 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Kestra Advisory Services first reported a position in UDR in Q4 2025 and has held it in 3 quarters since. 278 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Kestra Advisory Services held 16,306 shares of UDR worth $547K as of Q3 2026.
  • Kestra Advisory Services bought 3,858 UDR shares in Q3 2026, an estimated $145K.
  • UDR made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2414 holding.
  • Kestra Advisory Services first reported a position in UDR in Q4 2025 and has held it in 3 quarters since.
  • 278 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.