Meriwether Wealth & Planning’s UDR UDR Stock Holding History

Meriwether Wealth & Planning’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	$1.41K	Buy	+42	New	+$1.58K	﹤0.01%	693

Other funds holding UDR

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Meriwether Wealth & Planning's UDR Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in UDR (UDR) in Q3 2026: 42 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings.

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

Meriwether Wealth & Planning held 42 shares of UDR worth $1.41K as of Q3 2026.
UDR was a new Meriwether Wealth & Planning position in Q3 2026.
UDR made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #693 holding.
100 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.