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Private Wealth Management Group’s UDR UDR Stock Holding History

Private 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
Q2 		$3.03K Hold
76
– – ﹤0.01% 1028
2026
Q1 		$2.57K Hold
76
– – ﹤0.01% 1000
2025
Q4 		$2.79K Sell
76
-77
-50% -$2.74K ﹤0.01% 973
2025
Q3 		$5.7K Sell
153
-2
-1% -$78 ﹤0.01% 742
2025
Q2 		$6.33K Hold
155
– – ﹤0.01% 657
2025
Q1 		$7K Sell
155
-3
-2% -$128 ﹤0.01% 595
2024
Q4 		$6.86K Buy
158
+3
+2% +$133 ﹤0.01% 615
2024
Q3 		$7.03K Buy
155
+2
+1% +$86 ﹤0.01% 589
2024
Q2 		$6.3K Hold
153
– – ﹤0.01% 616
2024
Q1 		$5.72K Hold
153
– – ﹤0.01% 582
2023
Q4 		$5.86K Buy
+153
New +$5.32K ﹤0.01% 572

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

Private Wealth Management Group's UDR Position: Q2 2026 in Review

Private Wealth Management Group held its UDR (UDR) position steady in Q2 2026 at 76 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Private Wealth Management Group first reported a position in UDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.03K in Q3 2024. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Private Wealth Management Group held 76 shares of UDR worth $3.03K as of Q2 2026.
  • Private Wealth Management Group left its UDR share count unchanged in Q2 2026.
  • UDR made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1028 holding.
  • Private Wealth Management Group first reported a position in UDR in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's UDR position peaked at $7.03K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.