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Ritholtz Wealth Management’s UDR UDR Stock Holding History

Ritholtz 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 		$387K Buy
+9,693
New +$358K 0.01% 948
2025
Q2 		– Sell
-6,056
Closed -$274K – 1043
2025
Q1 		$274K Buy
+6,056
New +$259K 0.01% 771

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Ritholtz Wealth Management opened a new position in UDR (UDR) in Q2 2026: 9,693 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in UDR as recently as Q1 2025.

Ritholtz Wealth Management first reported a position in UDR in Q1 2025 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Ritholtz Wealth Management held 9,693 shares of UDR worth $387K as of Q2 2026.
  • UDR was a new Ritholtz Wealth Management position in Q2 2026.
  • UDR made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #948 holding.
  • Ritholtz Wealth Management first reported a position in UDR in Q1 2025 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.