SageView Advisory Group’s UDR UDR Stock Holding History

SageView Advisory Group’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	–	Sell	-594	Closed	-$21.8K	–	2310
2025 Q4	$21.8K	Buy	+594	New	+$21.1K	﹤0.01%	1415

Other funds holding UDR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

SageView Advisory Group's UDR Position: Q1 2026 in Review

SageView Advisory Group sold out of UDR (UDR) in Q1 2026, closing a stake of 594 shares — an estimated $21.8K sold.

SageView Advisory Group first reported a position in UDR in Q4 2025 and held it in 1 quarter. The position peaked at $21.8K in Q4 2025. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

SageView Advisory Group reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 594 UDR shares in Q1 2026, an estimated $21.8K.
SageView Advisory Group first reported a position in UDR in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's UDR position peaked at $21.8K in Q4 2025.
528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.