SHP Wealth Management’s UDR UDR Stock Holding History

SHP Wealth Management’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	$19.3K	Buy	484 +21	+5%	+$777	﹤0.01%	795
2026 Q1	$15.6K	Sell	463 -21	-4%	-$771	﹤0.01%	789
2025 Q4	$17.8K	Buy	+484	New	+$17.2K	﹤0.01%	709

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 $3.38T AUM 44.17% 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

SHP Wealth Management's UDR Position: Q2 2026 in Review

SHP Wealth Management increased its UDR (UDR) stake by 4.5% in Q2 2026, buying an estimated $777 and bringing the position to 484 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

SHP Wealth Management first reported a position in UDR in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

SHP Wealth Management held 484 shares of UDR worth $19.3K as of Q2 2026.
SHP Wealth Management bought 21 UDR shares in Q2 2026, an estimated $777.
UDR made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #795 holding.
SHP Wealth Management first reported a position in UDR in Q4 2025 and has held it in 3 quarters since.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.