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Pinnacle Wealth Planning Services’s UDR UDR Stock Holding History

Pinnacle Wealth Planning Services’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 		$29.5K Buy
738
+6
+0.8% +$222 ﹤0.01% 1600
2026
Q1 		$24.7K Buy
732
+18
+3% +$661 ﹤0.01% 1583
2025
Q4 		$26.2K Buy
+714
New +$25.4K ﹤0.01% 1585
2021
Q1 		– Sell
-49
Closed -$2K – 1840
2020
Q4 		$2K Buy
+49
New +$1.79K ﹤0.01% 1993

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

Pinnacle Wealth Planning Services's UDR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its UDR (UDR) stake by 0.82% in Q2 2026, buying an estimated $222 and bringing the position to 738 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Pinnacle Wealth Planning Services first reported a position in UDR in Q4 2020 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 738 shares of UDR worth $29.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 6 UDR shares in Q2 2026, an estimated $222.
  • UDR made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1600 holding.
  • Pinnacle Wealth Planning Services first reported a position in UDR in Q4 2020 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

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