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Spire Wealth Management’s UDR UDR Stock Holding History

Spire 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 		$1.4K Hold
35
– – ﹤0.01% 2078
2026
Q1 		$1.18K Sell
35
-16
-31% -$588 ﹤0.01% 2122
2025
Q4 		$1.87K Buy
51
+8
+19% +$285 ﹤0.01% 2113
2025
Q3 		$1.6K Buy
43
+16
+59% +$624 ﹤0.01% 2203
2025
Q2 		$1.1K Sell
27
-736
-96% -$30.5K ﹤0.01% 2266
2025
Q1 		$34.5K Buy
763
+739
+3,079% +$31.6K ﹤0.01% 1418
2024
Q4 		$1.04K Sell
24
-1
-4% -$44 ﹤0.01% 2365
2024
Q3 		$1.13K Buy
25
+5
+25% +$214 ﹤0.01% 2080
2024
Q2 		$823 Sell
20
-26
-57% -$1K ﹤0.01% 2142
2024
Q1 		$1.72K Buy
46
+8
+21% +$294 ﹤0.01% 2127
2023
Q4 		$1.43K Buy
+38
New +$1.32K ﹤0.01% 2209
2022
Q3 		– Sell
-3,958
Closed -$182K – 2592
2022
Q2 		$182K Sell
3,958
-21
-0.5% -$1.06K 0.01% 802
2022
Q1 		$228K Sell
3,979
-58
-1% -$3.29K 0.01% 835
2021
Q4 		$242K Hold
4,037
– – 0.01% 1011
2021
Q3 		$214K Hold
4,037
– – 0.01% 888
2021
Q2 		$198K Sell
4,037
-1,392
-26% -$65.5K 0.01% 948
2021
Q1 		$238K Buy
+5,429
New +$225K 0.01% 992

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

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

Spire Wealth Management held its UDR (UDR) position steady in Q2 2026 at 35 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Spire Wealth Management first reported a position in UDR in Q1 2021 and has held it in 17 quarters since. The position peaked at $242K in Q4 2021. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Spire Wealth Management held 35 shares of UDR worth $1.4K as of Q2 2026.
  • Spire Wealth Management left its UDR share count unchanged in Q2 2026.
  • UDR made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2078 holding.
  • Spire Wealth Management first reported a position in UDR in Q1 2021 and has held it in 17 quarters since.
  • Spire Wealth Management's UDR position peaked at $242K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.