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Rialto Wealth Management’s UDR UDR Stock Holding History

Rialto Wealth 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
Q2 		$599 Hold
15
– – ﹤0.01% 1585
2026
Q1 		$507 Hold
15
– – ﹤0.01% 1375
2025
Q4 		$551 Buy
+15
New +$533 ﹤0.01% 1217
2025
Q2 		– Sell
-11
Closed -$497 – 1765
2025
Q1 		$497 Buy
+11
New +$471 ﹤0.01% 863

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

Rialto Wealth Management's UDR Position: Q2 2026 in Review

Rialto Wealth Management held its UDR (UDR) position steady in Q2 2026 at 15 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Rialto Wealth Management first reported a position in UDR in Q1 2025 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Rialto Wealth Management held 15 shares of UDR worth $599 as of Q2 2026.
  • Rialto Wealth Management left its UDR share count unchanged in Q2 2026.
  • UDR made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1585 holding.
  • Rialto Wealth Management first reported a position in UDR in Q1 2025 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.