Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.95K Buy
99
+40
+68% +$1.48K ﹤0.01% 1200
2026
Q1
$1.99K Sell
59
-38
-39% -$1.4K ﹤0.01% 1359
2025
Q4
$3.56K Buy
97
+43
+80% +$1.53K ﹤0.01% 1081
2025
Q3
$2.01K Buy
+54
New +$2.11K ﹤0.01% 1221
2025
Q2
Sell
-14
Closed -$633 1979
2025
Q1
$633 Hold
14
﹤0.01% 1324
2024
Q4
$608 Buy
+14
New +$619 ﹤0.01% 1088

Other funds holding UDR

Physician Wealth Advisors's UDR Position: Q2 2026 in Review

Physician Wealth Advisors increased its UDR (UDR) stake by 68% in Q2 2026, buying an estimated $1.48K and bringing the position to 99 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Physician Wealth Advisors first reported a position in UDR in Q4 2024 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Physician Wealth Advisors held 99 shares of UDR worth $3.95K as of Q2 2026.
  • Physician Wealth Advisors bought 40 UDR shares in Q2 2026, an estimated $1.48K.
  • UDR made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1200 holding.
  • Physician Wealth Advisors first reported a position in UDR in Q4 2024 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.