Partners in Financial Planning’s UDR UDR Stock Holding History

Partners in Financial 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 Q2	$494K	Hold	12,368	–	–	0.07%	81
2026 Q1	$418K	Hold	12,368	–	–	0.07%	85
2025 Q4	$454K	Hold	12,368	–	–	0.08%	77
2025 Q3	$461K	Hold	12,368	–	–	0.08%	76
2025 Q2	$505K	Hold	12,368	–	–	0.09%	67
2025 Q1	$559K	Hold	12,368	–	–	0.11%	61
2024 Q4	$537K	Hold	12,368	–	–	0.11%	65
2024 Q3	$561K	Hold	12,368	–	–	0.11%	62
2024 Q2	$509K	Hold	12,368	–	–	0.11%	63
2024 Q1	$463K	Hold	12,368	–	–	0.1%	66
2023 Q4	$474K	Hold	12,368	–	–	0.11%	65
2023 Q3	$441K	Hold	12,368	–	–	0.11%	61
2023 Q2	$531K	Sell	12,368 -4,461	-27%	-$184K	0.14%	58
2023 Q1	$691K	Hold	16,829	–	–	0.18%	50
2022 Q4	$649K	Hold	16,829	–	–	0.18%	49
2022 Q3	$677K	Hold	16,829	–	–	0.19%	46
2022 Q2	$807K	Hold	16,829	–	–	0.26%	40
2022 Q1	$980K	Hold	16,829	–	–	0.31%	34
2021 Q4	$930K	Hold	16,829	–	–	0.28%	37
2021 Q3	$892K	Hold	16,829	–	–	0.28%	37
2021 Q2	$824K	Buy	+16,829	New	+$792K	0.26%	38

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Partners in Financial Planning's UDR Position: Q2 2026 in Review

Partners in Financial Planning held its UDR (UDR) position steady in Q2 2026 at 12,368 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #81.

Partners in Financial Planning first reported a position in UDR in Q2 2021 and has held it in 21 quarters since. The position peaked at $980K in Q1 2022. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Partners in Financial Planning held 12,368 shares of UDR worth $494K as of Q2 2026.
Partners in Financial Planning left its UDR share count unchanged in Q2 2026.
UDR made up 0.07% of Partners in Financial Planning's portfolio in Q2 2026, its #81 holding.
Partners in Financial Planning first reported a position in UDR in Q2 2021 and has held it in 21 quarters since.
Partners in Financial Planning's UDR position peaked at $980K in Q1 2022.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.