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Private Wealth Asset Management’s UDR UDR Stock Holding History

Private Wealth Asset Management’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
-6
Closed -$220 – 1127
2025
Q4 		$220 Hold
6
– – ﹤0.01% 983
2025
Q3 		$224 Hold
6
– – ﹤0.01% 968
2025
Q2 		$245 Sell
6
-30
-83% -$1.24K ﹤0.01% 942
2025
Q1 		$1.63K Buy
+36
New +$1.54K ﹤0.01% 821

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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

Private Wealth Asset Management's UDR Position: Q1 2026 in Review

Private Wealth Asset Management sold out of UDR (UDR) in Q1 2026, closing a stake of 6 shares — an estimated $220 sold.

Private Wealth Asset Management first reported a position in UDR in Q1 2025 and held it in 4 quarters. The position peaked at $1.63K in Q1 2025. 527 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Private Wealth Asset Management reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 6 UDR shares in Q1 2026, an estimated $220.
  • Private Wealth Asset Management first reported a position in UDR in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's UDR position peaked at $1.63K in Q1 2025.
  • 527 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.