Sound Income Strategies’s UDR UDR Stock Holding History

Sound Income Strategies’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	–	Sell	-10	Closed	-$342	–	2267
2026 Q1	$342	Hold	10	–	–	﹤0.01%	2432
2025 Q4	$376	Hold	10	–	–	﹤0.01%	2400
2025 Q3	$358	Hold	10	–	–	﹤0.01%	1566
2025 Q2	$408	Buy	+10	New	+$414	﹤0.01%	1479

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 $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sound Income Strategies's UDR Position: Q2 2026 in Review

Sound Income Strategies sold out of UDR (UDR) in Q2 2026, closing a stake of 10 shares — an estimated $342 sold.

Sound Income Strategies first reported a position in UDR in Q2 2025 and held it in 4 quarters. The position peaked at $408 in Q2 2025. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Sound Income Strategies reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 10 UDR shares in Q2 2026, an estimated $342.
Sound Income Strategies first reported a position in UDR in Q2 2025 and held it in 4 quarters.
Sound Income Strategies's UDR position peaked at $408 in Q2 2025.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.