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 Q2	–	Sell	-506	Closed	-$17.1K	–	3008
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Root Financial Partners's UDR Position: Q2 2026 in Review

Root Financial Partners sold out of UDR (UDR) in Q2 2026, closing a stake of 506 shares — an estimated $17.1K sold.

Root Financial Partners first reported a position in UDR in Q3 2025 and held it in 3 quarters. The position peaked at $17.1K in Q1 2026. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Root Financial Partners reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 506 UDR shares in Q2 2026, an estimated $17.1K.
Root Financial Partners first reported a position in UDR in Q3 2025 and held it in 3 quarters.
Root Financial Partners's UDR position peaked at $17.1K in Q1 2026.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.