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Larson Financial Group’s UDR UDR Stock Holding History

Larson Financial Group’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 		$5.74K Sell
170
-23
-12% -$845 ﹤0.01% 2532
2025
Q4 		$7.08K Buy
193
+169
+704% +$6.01K ﹤0.01% 2311
2025
Q3 		$892 Sell
24
-405
-94% -$15.8K ﹤0.01% 2957
2025
Q2 		$17.5K Buy
429
+211
+97% +$8.74K ﹤0.01% 1549
2025
Q1 		$9.85K Buy
218
+183
+523% +$7.84K ﹤0.01% 1639
2024
Q4 		$1.52K Sell
35
-8
-19% -$354 ﹤0.01% 1942
2024
Q3 		$1.95K Buy
+43
New +$1.84K ﹤0.01% 1863
2023
Q2 		– Sell
-242
Closed -$9.95K – 1628
2023
Q1 		$9.95K Buy
242
+2
+0.8% +$83 ﹤0.01% 923
2022
Q4 		$9.3K Buy
240
+2
+0.8% +$79 ﹤0.01% 881
2022
Q3 		$10K Buy
238
+2
+0.8% +$92 ﹤0.01% 799
2022
Q2 		$11K Buy
236
+2
+0.9% +$101 ﹤0.01% 709
2022
Q1 		$13K Buy
234
+1
+0.4% +$57 ﹤0.01% 608
2021
Q4 		$14K Buy
233
+2
+0.9% +$113 ﹤0.01% 612
2021
Q3 		$12K Buy
231
+1
+0.4% +$53 ﹤0.01% 563
2021
Q2 		$11K Buy
230
+2
+0.9% +$94 ﹤0.01% 545
2021
Q1 		$10K Buy
+228
New +$9.43K ﹤0.01% 555

Other funds holding UDR

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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

Larson Financial Group's UDR Position: Q1 2026 in Review

Larson Financial Group reduced its UDR (UDR) stake by 12% in Q1 2026, selling an estimated $845 and leaving 170 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

Larson Financial Group first reported a position in UDR in Q1 2021 and has held it in 16 quarters since. The position peaked at $17.5K in Q2 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Larson Financial Group held 170 shares of UDR worth $5.74K as of Q1 2026.
  • Larson Financial Group sold 23 UDR shares in Q1 2026, an estimated $845.
  • UDR made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2532 holding.
  • Larson Financial Group first reported a position in UDR in Q1 2021 and has held it in 16 quarters since.
  • Larson Financial Group's UDR position peaked at $17.5K in Q2 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.