LFG
UDR icon

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
Q2 		$6.87K Buy
172
+2
+1% +$74 ﹤0.01% 2624
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Larson Financial Group's UDR Position: Q2 2026 in Review

Larson Financial Group increased its UDR (UDR) stake by 1.2% in Q2 2026, buying an estimated $74 and bringing the position to 172 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Larson Financial Group first reported a position in UDR in Q1 2021 and has held it in 17 quarters since. The position peaked at $17.5K in Q2 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Larson Financial Group held 172 shares of UDR worth $6.87K as of Q2 2026.
  • Larson Financial Group bought 2 UDR shares in Q2 2026, an estimated $74.
  • UDR made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2624 holding.
  • Larson Financial Group first reported a position in UDR in Q1 2021 and has held it in 17 quarters since.
  • Larson Financial Group's UDR position peaked at $17.5K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.