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 Q1	–	Sell	-2,053	Closed	-$75.3K	–	4331
2025 Q4	$75.3K	Buy	+2,053	New	+$73K	﹤0.01%	3645

Other funds holding UDR

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kestra Advisory Services's UDR Position: Q1 2026 in Review

Kestra Advisory Services sold out of UDR (UDR) in Q1 2026, closing a stake of 2,053 shares — an estimated $75.3K sold.

Kestra Advisory Services first reported a position in UDR in Q4 2025 and held it in 1 quarter. The position peaked at $75.3K in Q4 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

Kestra Advisory Services reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,053 UDR shares in Q1 2026, an estimated $75.3K.
Kestra Advisory Services first reported a position in UDR in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's UDR position peaked at $75.3K in Q4 2025.
525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.