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Sequoia Financial Advisors’s UDR UDR Stock Holding History

Sequoia Financial Advisors’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 		$401K Buy
10,057
+1,186
+13% +$43.9K ﹤0.01% 1482
2026
Q1 		$300K Sell
8,871
-1,422
-14% -$52.2K ﹤0.01% 1572
2025
Q4 		$378K Buy
+10,293
New +$366K ﹤0.01% 1434
2025
Q2 		– Sell
-7,753
Closed -$350K – 1640
2025
Q1 		$350K Buy
7,753
+77
+1% +$3.3K ﹤0.01% 1003
2024
Q4 		$333K Buy
7,676
+779
+11% +$34.4K ﹤0.01% 983
2024
Q3 		$313K Buy
+6,897
New +$296K ﹤0.01% 947

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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

Sequoia Financial Advisors's UDR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its UDR (UDR) stake by 13% in Q2 2026, buying an estimated $43.9K and bringing the position to 10,057 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Sequoia Financial Advisors first reported a position in UDR in Q3 2024 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Sequoia Financial Advisors held 10,057 shares of UDR worth $401K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,186 UDR shares in Q2 2026, an estimated $43.9K.
  • UDR made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1482 holding.
  • Sequoia Financial Advisors first reported a position in UDR in Q3 2024 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.