SBK Financial’s UDR UDR Stock Holding History

SBK Financial’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	–	Sell	-432	Closed	-$17.2K	–	209
2026 Q2	$17.2K	Buy	+432	New	+$16K	0.01%	170

Other funds holding UDR

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SBK Financial's UDR Position: Q3 2026 in Review

SBK Financial sold out of UDR (UDR) in Q3 2026, closing a stake of 432 shares — an estimated $17.2K sold.

SBK Financial first reported a position in UDR in Q2 2026 and held it in 1 quarter. The position peaked at $17.2K in Q2 2026. 367 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

SBK Financial reported no remaining UDR position as of Q3 2026 after selling out during the quarter.
SBK Financial sold 432 UDR shares in Q3 2026, an estimated $17.2K.
SBK Financial first reported a position in UDR in Q2 2026 and held it in 1 quarter.
SBK Financial's UDR position peaked at $17.2K in Q2 2026.
367 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.