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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
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 $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

Medallion Wealth Advisors's UDR Position: Q1 2026 in Review

Medallion Wealth Advisors held its UDR (UDR) position steady in Q1 2026 at 8,447 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #197.

Medallion Wealth Advisors first reported a position in UDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $382K in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Medallion Wealth Advisors held 8,447 shares of UDR worth $285K as of Q1 2026.
  • Medallion Wealth Advisors left its UDR share count unchanged in Q1 2026.
  • UDR made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #197 holding.
  • Medallion Wealth Advisors first reported a position in UDR in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's UDR position peaked at $382K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.