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Silver Grove Financial Group’s UDR UDR Stock Holding History

Silver Grove Financial 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
Q2 		$1.24K Sell
31
-64
-67% -$2.37K ﹤0.01% 1789
2026
Q1 		$3.21K Buy
+95
New +$3.49K ﹤0.01% 383

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Vanguard Portfolio Management
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State Street
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Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Silver Grove Financial Group's UDR Position: Q2 2026 in Review

Silver Grove Financial Group reduced its UDR (UDR) stake by 67% in Q2 2026, selling an estimated $2.37K and leaving 31 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Silver Grove Financial Group first reported a position in UDR in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.21K in Q1 2026. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Silver Grove Financial Group held 31 shares of UDR worth $1.24K as of Q2 2026.
  • Silver Grove Financial Group sold 64 UDR shares in Q2 2026, an estimated $2.37K.
  • UDR made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1789 holding.
  • Silver Grove Financial Group first reported a position in UDR in Q1 2026 and has held it in 2 quarters since.
  • Silver Grove Financial Group's UDR position peaked at $3.21K in Q1 2026.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.