Plante Moran Financial Advisors’s UDR UDR Stock Holding History

Plante Moran Financial 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	$279	Buy	+7	New	+$259	﹤0.01%	1337
2024 Q1	–	Sell	-169	Closed	-$6.47K	–	931
2023 Q4	$6.47K	Hold	169	–	–	﹤0.01%	616
2023 Q3	$6.03K	Hold	169	–	–	﹤0.01%	582
2023 Q2	$7.26K	Hold	169	–	–	﹤0.01%	590
2023 Q1	$6.94K	Hold	169	–	–	﹤0.01%	614
2022 Q4	$6.54K	Hold	169	–	–	﹤0.01%	634
2022 Q3	$7K	Hold	169	–	–	﹤0.01%	649
2022 Q2	$8K	Hold	169	–	–	﹤0.01%	654
2022 Q1	$10K	Hold	169	–	–	﹤0.01%	608
2021 Q4	$10K	Hold	169	–	–	﹤0.01%	691
2021 Q3	$9K	Hold	169	–	–	﹤0.01%	716
2021 Q2	$8K	Hold	169	–	–	﹤0.01%	715
2021 Q1	$7K	Buy	+169	New	+$6.99K	﹤0.01%	721

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

Plante Moran Financial Advisors's UDR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in UDR (UDR) in Q2 2026: 7 shares worth $279. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in UDR as recently as Q4 2023.

Plante Moran Financial Advisors first reported a position in UDR in Q1 2021 and has held it in 13 quarters since. The position peaked at $10K in Q1 2022. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Plante Moran Financial Advisors held 7 shares of UDR worth $279 as of Q2 2026.
UDR was a new Plante Moran Financial Advisors position in Q2 2026.
UDR made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1337 holding.
Plante Moran Financial Advisors first reported a position in UDR in Q1 2021 and has held it in 13 quarters since.
Plante Moran Financial Advisors's UDR position peaked at $10K in Q1 2022.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.