Provenance Wealth Advisors’s UDR UDR Stock Holding History

Provenance Wealth 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	$918	Buy	+23	New	+$851	﹤0.01%	515

Other funds holding UDR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Provenance Wealth Advisors's UDR Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in UDR (UDR) in Q2 2026: 23 shares worth $918. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings.

154 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Provenance Wealth Advisors held 23 shares of UDR worth $918 as of Q2 2026.
UDR was a new Provenance Wealth Advisors position in Q2 2026.
UDR made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #515 holding.
154 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.