NewEdge Advisors’s UDR UDR Stock Holding History

NewEdge 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	$215K	Buy	5,390 +5,330	+8,883%	+$197K	﹤0.01%	2722
2026 Q1	$2.03K	Buy	+60	New	+$2.2K	﹤0.01%	3812
2024 Q2	–	Sell	-10	Closed	-$378	–	4005
2024 Q1	$378	Hold	10	–	–	﹤0.01%	3612
2023 Q4	$383	Buy	+10	New	+$348	﹤0.01%	3558
2023 Q1	–	Sell	-3,147	Closed	-$122K	–	4131
2022 Q4	$122K	Buy	+3,147	New	+$124K	﹤0.01%	1364
2022 Q1	–	Sell	-10,049	Closed	-$603K	–	1620
2021 Q4	$603K	Buy	+10,049	New	+$565K	0.01%	983

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Advisors's UDR Position: Q2 2026 in Review

NewEdge Advisors increased its UDR (UDR) stake by 8,883% in Q2 2026, buying an estimated $197K and bringing the position to 5,390 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

NewEdge Advisors first reported a position in UDR in Q4 2021 and has held it in 6 quarters since. The position peaked at $603K in Q4 2021. 402 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

NewEdge Advisors held 5,390 shares of UDR worth $215K as of Q2 2026.
NewEdge Advisors bought 5,330 UDR shares in Q2 2026, an estimated $197K.
UDR made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2722 holding.
NewEdge Advisors first reported a position in UDR in Q4 2021 and has held it in 6 quarters since.
NewEdge Advisors's UDR position peaked at $603K in Q4 2021.
402 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.