Raymond James Financial
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Raymond James Financial’s UDR UDR Stock Holding History

Raymond James Financial’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 		$14.5M Buy
428,923
+43,583
+11% +$1.6M ﹤0.01% 1715
2025
Q4 		$14.1M Sell
385,340
-16,100
-4% -$573K ﹤0.01% 1695
2025
Q3 		$15M Sell
401,440
-2,904
-0.7% -$113K ﹤0.01% 1624
2025
Q2 		$16.5M Sell
404,344
-84,186
-17% -$3.49M 0.01% 1508
2025
Q1 		$22.1M Sell
488,530
-33,506
-6% -$1.43M 0.01% 1230
2024
Q4 		$22.7M Buy
+522,036
New +$23.1M 0.01% 1211

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Raymond James Financial's UDR Position: Q1 2026 in Review

Raymond James Financial increased its UDR (UDR) stake by 11% in Q1 2026, buying an estimated $1.6M and bringing the position to 428,923 shares worth $14.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Raymond James Financial first reported a position in UDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.7M in Q4 2024. 526 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Raymond James Financial held 428,923 shares of UDR worth $14.5M as of Q1 2026.
  • Raymond James Financial bought 43,583 UDR shares in Q1 2026, an estimated $1.6M.
  • UDR made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1715 holding.
  • Raymond James Financial first reported a position in UDR in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's UDR position peaked at $22.7M in Q4 2024.
  • 526 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.