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Principia Wealth Advisory’s UDR UDR Stock Holding History

Principia Wealth Advisory’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 		$479 Sell
12
-5
-29% -$185 ﹤0.01% 898
2026
Q1 		$574 Sell
17
-10
-37% -$367 ﹤0.01% 834
2025
Q4 		$990 Buy
27
+20
+286% +$711 ﹤0.01% 669
2025
Q3 		$261 Sell
7
-4
-36% -$156 ﹤0.01% 874
2025
Q2 		$449 Buy
11
+1
+10% +$41 ﹤0.01% 757
2025
Q1 		$411 Sell
10
-12
-55% -$514 ﹤0.01% 621
2024
Q4 		$955 Buy
+22
New +$973 ﹤0.01% 379

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

Principia Wealth Advisory's UDR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its UDR (UDR) stake by 29% in Q2 2026, selling an estimated $185 and leaving 12 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Principia Wealth Advisory first reported a position in UDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $990 in Q4 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Principia Wealth Advisory held 12 shares of UDR worth $479 as of Q2 2026.
  • Principia Wealth Advisory sold 5 UDR shares in Q2 2026, an estimated $185.
  • UDR made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #898 holding.
  • Principia Wealth Advisory first reported a position in UDR in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's UDR position peaked at $990 in Q4 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.