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Pacific Sun Financial’s UDR UDR Stock Holding History

Pacific Sun Financial’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 		$614K Sell
15,369
-490
-3% -$18.1K 0.25% 120
2026
Q1 		$536K Buy
15,859
+580
+4% +$21.3K 0.26% 121
2025
Q4 		$560K Sell
15,279
-32
-0.2% -$1.14K 0.27% 110
2025
Q3 		$570K Buy
15,311
+2,805
+22% +$109K 0.28% 108
2025
Q2 		$511K Buy
12,506
+1,555
+14% +$64.4K 0.27% 111
2025
Q1 		$495K Buy
10,951
+515
+5% +$22.1K 0.28% 114
2024
Q4 		$453K Buy
10,436
+885
+9% +$39.1K 0.25% 118
2024
Q3 		$433K Buy
9,551
+40
+0.4% +$1.71K 0.24% 117
2024
Q2 		$391K Buy
9,511
+134
+1% +$5.16K 0.23% 120
2024
Q1 		$351K Buy
9,377
+1,820
+24% +$67K 0.2% 135
2023
Q4 		$289K Buy
7,557
+1,731
+30% +$60.2K 0.18% 138
2023
Q3 		$208K Buy
+5,826
New +$232K 0.14% 165

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

Pacific Sun Financial's UDR Position: Q2 2026 in Review

Pacific Sun Financial reduced its UDR (UDR) stake by 3.1% in Q2 2026, selling an estimated $18.1K and leaving 15,369 shares worth $614K. The position accounts for 0.25% of the portfolio, ranked #120.

Pacific Sun Financial first reported a position in UDR in Q3 2023 and has held it in 12 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Pacific Sun Financial held 15,369 shares of UDR worth $614K as of Q2 2026.
  • Pacific Sun Financial sold 490 UDR shares in Q2 2026, an estimated $18.1K.
  • UDR made up 0.25% of Pacific Sun Financial's portfolio in Q2 2026, its #120 holding.
  • Pacific Sun Financial first reported a position in UDR in Q3 2023 and has held it in 12 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.