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Medallion Wealth Advisors’s UDR UDR Stock Holding History

Medallion Wealth Advisors’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 		$337K Hold
8,447
– – 0.11% 175
2026
Q1 		$285K Hold
8,447
– – 0.09% 197
2025
Q4 		$310K Hold
8,447
– – 0.1% 182
2025
Q3 		$315K Hold
8,447
– – 0.11% 174
2025
Q2 		$345K Hold
8,447
– – 0.13% 155
2025
Q1 		$382K Hold
8,447
– – 0.17% 126
2024
Q4 		$367K Buy
+8,447
New +$374K 0.18% 122

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

Medallion Wealth Advisors's UDR Position: Q2 2026 in Review

Medallion Wealth Advisors held its UDR (UDR) position steady in Q2 2026 at 8,447 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #175.

Medallion Wealth Advisors first reported a position in UDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q1 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Medallion Wealth Advisors held 8,447 shares of UDR worth $337K as of Q2 2026.
  • Medallion Wealth Advisors left its UDR share count unchanged in Q2 2026.
  • UDR made up 0.11% of Medallion Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • Medallion Wealth Advisors first reported a position in UDR in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's UDR position peaked at $382K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.