Root Financial Partners
UDR icon

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
Q3 		$64.3K Buy
+1,918
New +$71.9K ﹤0.01% 952
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's UDR Position: Q3 2026 in Review

Root Financial Partners opened a new position in UDR (UDR) in Q3 2026: 1,918 shares worth $64.3K. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UDR as recently as Q1 2026.

Root Financial Partners first reported a position in UDR in Q3 2025 and has held it in 4 quarters since. 445 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Root Financial Partners held 1,918 shares of UDR worth $64.3K as of Q3 2026.
  • UDR was a new Root Financial Partners position in Q3 2026.
  • UDR made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #952 holding.
  • Root Financial Partners first reported a position in UDR in Q3 2025 and has held it in 4 quarters since.
  • 445 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.