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Kingswood Wealth Advisors’s UDR UDR Stock Holding History

Kingswood Wealth Advisors’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 		$588K Sell
14,734
-253
-2% -$9.36K 0.02% 563
2026
Q1 		$506K Buy
14,987
+165
+1% +$6.06K 0.02% 544
2025
Q4 		$544K Sell
14,822
-1,453
-9% -$51.7K 0.03% 497
2025
Q3 		$606K Sell
16,275
-788
-5% -$30.7K 0.04% 435
2025
Q2 		$697K Buy
17,063
+1
+0% +$41 0.06% 336
2025
Q1 		$771K Sell
17,062
-956
-5% -$40.9K 0.07% 304
2024
Q4 		$782K Sell
18,018
-161
-0.9% -$7.12K 0.06% 326
2024
Q3 		$824K Sell
18,179
-1,465
-7% -$62.8K 0.06% 339
2024
Q2 		$808K Buy
19,644
+1,763
+10% +$67.9K 0.07% 274
2024
Q1 		$669K Sell
17,881
-4,709
-21% -$173K 0.08% 275
2023
Q4 		$865K Buy
22,590
+76
+0.3% +$2.64K 0.1% 219
2023
Q3 		$803K Buy
+22,514
New +$897K 0.14% 175

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's UDR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its UDR (UDR) stake by 1.7% in Q2 2026, selling an estimated $9.36K and leaving 14,734 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #563.

Kingswood Wealth Advisors first reported a position in UDR in Q3 2023 and has held it in 12 quarters since. The position peaked at $865K in Q4 2023. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Kingswood Wealth Advisors held 14,734 shares of UDR worth $588K as of Q2 2026.
  • Kingswood Wealth Advisors sold 253 UDR shares in Q2 2026, an estimated $9.36K.
  • UDR made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #563 holding.
  • Kingswood Wealth Advisors first reported a position in UDR in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's UDR position peaked at $865K in Q4 2023.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.