Prestige Wealth Management Group’s UDR UDR Stock Holding History

Prestige Wealth Management Group’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 Q1	–	Sell	-40	Closed	-$1.47K	–	1171
2025 Q4	$1.47K	Hold	40	–	–	﹤0.01%	816
2025 Q3	$1.49K	Hold	40	–	–	﹤0.01%	799
2025 Q2	$1.63K	Hold	40	–	–	﹤0.01%	777
2025 Q1	$1.81K	Hold	40	–	–	﹤0.01%	761
2024 Q4	$1.74K	Hold	40	–	–	﹤0.01%	806
2024 Q3	$1.81K	Hold	40	–	–	﹤0.01%	794
2024 Q2	$1.65K	Hold	40	–	–	﹤0.01%	759
2024 Q1	$1.5K	Hold	40	–	–	﹤0.01%	814
2023 Q4	$1.53K	Hold	40	–	–	﹤0.01%	801
2023 Q3	$1.43K	Hold	40	–	–	﹤0.01%	810
2023 Q2	$1.72K	Hold	40	–	–	﹤0.01%	793
2023 Q1	$1.64K	Hold	40	–	–	﹤0.01%	783
2022 Q4	$1.55K	Hold	40	–	–	﹤0.01%	890
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	785
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	797
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	819
2021 Q4	$2K	Sell	40 -8	-17%	-$450	﹤0.01%	840
2021 Q3	$3K	Hold	48	–	–	﹤0.01%	763
2021 Q2	$2K	Hold	48	–	–	﹤0.01%	830
2021 Q1	$2K	Sell	48 -4	-8%	-$165	﹤0.01%	827
2020 Q4	$2K	Sell	52 -195	-79%	-$7.11K	﹤0.01%	795
2020 Q3	$8K	Sell	247 -59	-19%	-$2.07K	﹤0.01%	477
2020 Q2	$11K	Buy	306 +106	+53%	+$3.96K	﹤0.01%	417
2020 Q1	$7K	Buy	+200	New	+$9.05K	﹤0.01%	446
2019 Q1	–	Sell	-27	Closed	-$1K	–	1101
2018 Q4	$1K	Buy	+27	New	+$1.09K	﹤0.01%	1133

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Prestige Wealth Management Group's UDR Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of UDR (UDR) in Q1 2026, closing a stake of 40 shares — an estimated $1.47K sold.

Prestige Wealth Management Group first reported a position in UDR in Q4 2018 and held it in 25 quarters. The position peaked at $11K in Q2 2020. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

Prestige Wealth Management Group reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 40 UDR shares in Q1 2026, an estimated $1.47K.
Prestige Wealth Management Group first reported a position in UDR in Q4 2018 and held it in 25 quarters.
Prestige Wealth Management Group's UDR position peaked at $11K in Q2 2020.
528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.