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Naviter Wealth’s UDR UDR Stock Holding History

Naviter 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
Q2 		$525K Sell
13,153
-2,023
-13% -$74.8K 0.05% 216
2026
Q1 		$513K Sell
15,176
-1,064
-7% -$39.1K 0.06% 204
2025
Q4 		$596K Sell
16,240
-3,017
-16% -$107K 0.08% 186
2025
Q3 		$718K Buy
19,257
+155
+0.8% +$6.05K 0.08% 174
2025
Q2 		$780K Buy
19,102
+1,851
+11% +$76.7K 0.1% 175
2025
Q1 		$768K Buy
17,251
+814
+5% +$34.9K 0.09% 184
2024
Q4 		$714K Buy
+16,437
New +$727K 0.09% 190
2024
Q1 		– Sell
-13,877
Closed -$531K – 248
2023
Q4 		$531K Sell
13,877
-2,057
-13% -$71.6K 0.11% 171
2023
Q3 		$568K Buy
15,934
+1,355
+9% +$54K 0.14% 164
2023
Q2 		$626K Buy
14,579
+2,081
+17% +$85.6K 0.16% 158
2023
Q1 		$513K Buy
12,498
+2,558
+26% +$106K 0.18% 149
2022
Q4 		$408K Buy
9,940
+2,032
+26% +$80.3K 0.11% 164
2022
Q3 		$330K Buy
+7,908
New +$363K 0.13% 154

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

Naviter Wealth's UDR Position: Q2 2026 in Review

Naviter Wealth reduced its UDR (UDR) stake by 13% in Q2 2026, selling an estimated $74.8K and leaving 13,153 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #216.

Naviter Wealth first reported a position in UDR in Q3 2022 and has held it in 13 quarters since. The position peaked at $780K in Q2 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Naviter Wealth held 13,153 shares of UDR worth $525K as of Q2 2026.
  • Naviter Wealth sold 2,023 UDR shares in Q2 2026, an estimated $74.8K.
  • UDR made up 0.05% of Naviter Wealth's portfolio in Q2 2026, its #216 holding.
  • Naviter Wealth first reported a position in UDR in Q3 2022 and has held it in 13 quarters since.
  • Naviter Wealth's UDR position peaked at $780K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.