KF
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Krilogy Financial’s UDR UDR Stock Holding History

Krilogy Financial’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 		$942K Buy
+27,700
New +$1.04M 0.03% 439

Other funds holding UDR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

Krilogy Financial's UDR Position: Q3 2026 in Review

Krilogy Financial opened a new position in UDR (UDR) in Q3 2026: 27,700 shares worth $942K. The stake represents 0.03% of the portfolio and ranks #439 among its holdings.

30 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Krilogy Financial held 27,700 shares of UDR worth $942K as of Q3 2026.
  • UDR was a new Krilogy Financial position in Q3 2026.
  • UDR made up 0.03% of Krilogy Financial's portfolio in Q3 2026, its #439 holding.
  • 30 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.