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Steward Partners Investment Advisory’s UDR UDR Stock Holding History

Steward Partners Investment Advisory’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 		$112K Buy
3,308
+13
+0.4% +$477 ﹤0.01% 2314
2025
Q4 		$121K Sell
3,295
-26
-0.8% -$925 ﹤0.01% 2194
2025
Q3 		$124K Hold
3,321
– – ﹤0.01% 2106
2025
Q2 		$136K Sell
3,321
-407
-11% -$16.9K ﹤0.01% 1942
2025
Q1 		$168K Sell
3,728
-9
-0.2% -$385 ﹤0.01% 1733
2024
Q4 		$162K Sell
3,737
-98
-3% -$4.33K ﹤0.01% 1729
2024
Q3 		$174K Buy
3,835
+34
+0.9% +$1.46K ﹤0.01% 1594
2024
Q2 		$156K Buy
3,801
+14
+0.4% +$540 ﹤0.01% 1563
2024
Q1 		$142K Sell
3,787
-1,350
-26% -$49.7K ﹤0.01% 1594
2023
Q4 		$197K Sell
5,137
-325
-6% -$11.3K ﹤0.01% 1386
2023
Q3 		$195K Sell
5,462
-150
-3% -$5.98K ﹤0.01% 1295
2023
Q2 		$241K Sell
5,612
-500
-8% -$20.6K ﹤0.01% 1202
2023
Q1 		$251K Sell
6,112
-2,364
-28% -$97.7K ﹤0.01% 1184
2022
Q4 		$328K Sell
8,476
-500
-6% -$19.8K 0.01% 1048
2022
Q3 		$374K Buy
8,976
+25
+0.3% +$1.15K 0.01% 962
2022
Q2 		$412K Buy
8,951
+175
+2% +$8.82K 0.01% 919
2022
Q1 		$503K Sell
8,776
-1,497
-15% -$85K 0.01% 925
2021
Q4 		$616K Buy
10,273
+91
+0.9% +$5.12K 0.01% 872
2021
Q3 		$539K Sell
10,182
-1,524
-13% -$81.4K 0.01% 877
2021
Q2 		$573K Sell
11,706
-4,919
-30% -$231K 0.01% 880
2021
Q1 		$729K Buy
16,625
+8,195
+97% +$339K 0.01% 749
2020
Q4 		$324K Buy
8,430
+4,800
+132% +$175K 0.01% 891
2020
Q3 		$118K Buy
3,630
+1,550
+75% +$54.4K ﹤0.01% 1157
2020
Q2 		$78K Buy
+2,080
New +$77.7K ﹤0.01% 1248
2018
Q4 		– Sell
-468
Closed -$19K – 2075
2018
Q3 		$19K Hold
468
– – ﹤0.01% 1588
2018
Q2 		$18K Buy
+468
New +$16.9K ﹤0.01% 1514

Other funds holding UDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $9.67B AUM 5.55% 1-Year Est. Return

Steward Partners Investment Advisory's UDR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its UDR (UDR) stake by 0.39% in Q1 2026, buying an estimated $477 and bringing the position to 3,308 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Steward Partners Investment Advisory first reported a position in UDR in Q2 2018 and has held it in 26 quarters since. The position peaked at $729K in Q1 2021. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Steward Partners Investment Advisory held 3,308 shares of UDR worth $112K as of Q1 2026.
  • Steward Partners Investment Advisory bought 13 UDR shares in Q1 2026, an estimated $477.
  • UDR made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2314 holding.
  • Steward Partners Investment Advisory first reported a position in UDR in Q2 2018 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's UDR position peaked at $729K in Q1 2021.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.