MBM Wealth Consultants’s UDR UDR Stock Holding History

MBM Wealth Consultants’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	–	Sell	-216	Closed	-$7.3K	–	350
2026 Q1	$7.3K	Buy	+216	New	+$7.93K	﹤0.01%	249
2023 Q2	–	Sell	-216	Closed	-$9K	–	257
2023 Q1	$9K	Hold	216	–	–	﹤0.01%	220
2022 Q4	$8K	Hold	216	–	–	﹤0.01%	248
2022 Q3	$9K	Sell	216 -298	-58%	-$13.7K	﹤0.01%	220
2022 Q2	$44K	Buy	514 +298	+138%	+$15K	0.02%	164
2022 Q1	$12K	Hold	216	–	–	0.01%	236
2021 Q4	$13K	Hold	216	–	–	0.01%	222
2021 Q3	$11K	Hold	216	–	–	0.01%	230
2021 Q2	$11K	Hold	216	–	–	0.01%	216
2021 Q1	$9K	Hold	216	–	–	﹤0.01%	215
2020 Q4	$8K	Hold	216	–	–	﹤0.01%	193
2020 Q3	$7K	Hold	216	–	–	﹤0.01%	186
2020 Q2	$8K	Hold	216	–	–	0.01%	179
2020 Q1	$8K	Hold	216	–	–	0.01%	166
2019 Q4	$10K	Hold	216	–	–	0.01%	173
2019 Q3	$10K	Hold	216	–	–	0.01%	169
2019 Q2	$10K	Hold	216	–	–	0.01%	171
2019 Q1	$10K	Hold	216	–	–	0.01%	171
2018 Q4	$9K	Buy	+216	New	+$8.73K	0.01%	183

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

MBM Wealth Consultants's UDR Position: Q2 2026 in Review

MBM Wealth Consultants sold out of UDR (UDR) in Q2 2026, closing a stake of 216 shares — an estimated $7.3K sold.

MBM Wealth Consultants first reported a position in UDR in Q4 2018 and held it in 19 quarters. The position peaked at $44K in Q2 2022. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

MBM Wealth Consultants reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 216 UDR shares in Q2 2026, an estimated $7.3K.
MBM Wealth Consultants first reported a position in UDR in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's UDR position peaked at $44K in Q2 2022.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.