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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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: Q1 2026 in Review

SHP Wealth Management reduced its UDR (UDR) stake by 4.3% in Q1 2026, selling an estimated $771 and leaving 463 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

SHP Wealth Management first reported a position in UDR in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.8K in Q4 2025. 526 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • SHP Wealth Management held 463 shares of UDR worth $15.6K as of Q1 2026.
  • SHP Wealth Management sold 21 UDR shares in Q1 2026, an estimated $771.
  • UDR made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #789 holding.
  • SHP Wealth Management first reported a position in UDR in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's UDR position peaked at $17.8K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.