MBL Wealth
UDR icon

MBL Wealth’s UDR UDR Stock Holding History

MBL Wealth’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 		$641K Buy
+19,116
New +$717K 0.04% 246

Other funds holding UDR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MBL Wealth's UDR Position: Q3 2026 in Review

MBL Wealth opened a new position in UDR (UDR) in Q3 2026: 19,116 shares worth $641K. The stake represents 0.04% of the portfolio and ranks #246 among its holdings.

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

  • MBL Wealth held 19,116 shares of UDR worth $641K as of Q3 2026.
  • UDR was a new MBL Wealth position in Q3 2026.
  • UDR made up 0.04% of MBL Wealth's portfolio in Q3 2026, its #246 holding.
  • 445 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.