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Root Financial Partners’s UDR UDR Stock Holding History

Root Financial Partners’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 		$17.1K Buy
506
+481
+1,924% +$17.7K ﹤0.01% 1410
2025
Q4 		$917 Sell
25
-17
-40% -$605 ﹤0.01% 2116
2025
Q3 		$1.56K Buy
+42
New +$1.64K ﹤0.01% 1993

Other funds holding UDR

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BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $9.67B AUM 5.55% 1-Year Est. Return

Root Financial Partners's UDR Position: Q1 2026 in Review

Root Financial Partners increased its UDR (UDR) stake by 1,924% in Q1 2026, buying an estimated $17.7K and bringing the position to 506 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Root Financial Partners first reported a position in UDR in Q3 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Root Financial Partners held 506 shares of UDR worth $17.1K as of Q1 2026.
  • Root Financial Partners bought 481 UDR shares in Q1 2026, an estimated $17.7K.
  • UDR made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1410 holding.
  • Root Financial Partners first reported a position in UDR in Q3 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.