Stifel Financial’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $318K | Sell |
9,399
-138
| -1% | -$5.07K | ﹤0.01% | 3143 |
|
|
2025
Q4 | $350K | Sell |
9,537
-795
| -8% | -$28.3K | ﹤0.01% | 3059 |
|
|
2025
Q3 | $385K | Buy |
10,332
+172
| +2% | +$6.71K | ﹤0.01% | 2961 |
|
|
2025
Q2 | $415K | Buy |
10,160
+350
| +4% | +$14.5K | ﹤0.01% | 2871 |
|
|
2025
Q1 | $443K | Sell |
9,810
-303
| -3% | -$13K | ﹤0.01% | 2754 |
|
|
2024
Q4 | $439K | Buy |
10,113
+919
| +10% | +$40.6K | ﹤0.01% | 2754 |
|
|
2024
Q3 | $417K | Sell |
9,194
-3,322
| -27% | -$142K | ﹤0.01% | 2785 |
|
|
2024
Q2 | $515K | Sell |
12,516
-4,441
| -26% | -$171K | ﹤0.01% | 2605 |
|
|
2024
Q1 | $634K | Buy |
16,957
+1,295
| +8% | +$47.6K | ﹤0.01% | 2468 |
|
|
2023
Q4 | $600K | Buy |
15,662
+507
| +3% | +$17.6K | ﹤0.01% | 2469 |
|
|
2023
Q3 | $541K | Sell |
15,155
-3,747
| -20% | -$149K | ﹤0.01% | 2452 |
|
|
2023
Q2 | $812K | Buy |
18,902
+1,906
| +11% | +$78.4K | ﹤0.01% | 2211 |
|
|
2023
Q1 | $698K | Buy |
16,996
+3,313
| +24% | +$137K | ﹤0.01% | 2310 |
|
|
2022
Q4 | $530K | Buy |
13,683
+478
| +4% | +$18.9K | ﹤0.01% | 2433 |
|
|
2022
Q3 | $551K | Buy |
13,205
+302
| +2% | +$13.9K | ﹤0.01% | 2383 |
|
|
2022
Q2 | $595K | Buy |
12,903
+1,645
| +15% | +$83K | ﹤0.01% | 2369 |
|
|
2022
Q1 | $646K | Sell |
11,258
-739
| -6% | -$41.9K | ﹤0.01% | 2430 |
|
|
2021
Q4 | $719K | Sell |
11,997
-134
| -1% | -$7.54K | ﹤0.01% | 2366 |
|
|
2021
Q3 | $643K | Buy |
12,131
+184
| +2% | +$9.83K | ﹤0.01% | 2433 |
|
|
2021
Q2 | $585K | Sell |
11,947
-1,807
| -13% | -$85K | ﹤0.01% | 2495 |
|
|
2021
Q1 | $603K | Buy |
13,754
+1,140
| +9% | +$47.2K | ﹤0.01% | 2361 |
|
|
2020
Q4 | $485K | Buy |
12,614
+3,004
| +31% | +$110K | ﹤0.01% | 2331 |
|
|
2020
Q3 | $313K | Sell |
9,610
-2,330
| -20% | -$81.8K | ﹤0.01% | 2369 |
|
|
2020
Q2 | $446K | Sell |
11,940
-2,867
| -19% | -$107K | ﹤0.01% | 2114 |
|
|
2020
Q1 | $540K | Sell |
14,807
-9,390
| -39% | -$425K | ﹤0.01% | 1815 |
|
|
2019
Q4 | $1.13M | Buy |
24,197
+8,931
| +59% | +$429K | ﹤0.01% | 1735 |
|
|
2019
Q3 | $740K | Sell |
15,266
-19
| -0.1% | -$895 | ﹤0.01% | 1945 |
|
|
2019
Q2 | $685K | Sell |
15,285
-461
| -3% | -$20.8K | ﹤0.01% | 2030 |
|
|
2019
Q1 | $716K | Sell |
15,746
-661
| -4% | -$28.7K | ﹤0.01% | 1849 |
|
|
2018
Q4 | $649K | Hold |
16,407
| – | – | ﹤0.01% | 1802 |
|
|
2018
Q3 | $664K | Sell |
16,407
-1,641
| -9% | -$63.9K | ﹤0.01% | 1944 |
|
|
2018
Q2 | $677K | Sell |
18,048
-1,762
| -9% | -$63.7K | ﹤0.01% | 1859 |
|
|
2018
Q1 | $705K | Hold |
19,810
| – | – | ﹤0.01% | 1774 |
|
|
2017
Q4 | $763K | Sell |
19,810
-1,660
| -8% | -$64.5K | ﹤0.01% | 1679 |
|
|
2017
Q3 | $817K | Buy |
21,470
+487
| +2% | +$18.9K | ﹤0.01% | 1600 |
|
|
2017
Q2 | $817K | Hold |
20,983
| – | – | ﹤0.01% | 1568 |
|
|
2017
Q1 | $760K | Sell |
20,983
-760
| -3% | -$27.2K | ﹤0.01% | 1589 |
|
|
2016
Q4 | $793K | Sell |
21,743
-190
| -0.9% | -$6.51K | ﹤0.01% | 1514 |
|
|
2016
Q3 | $789K | Sell |
21,933
-379
| -2% | -$13.8K | ﹤0.01% | 1474 |
|
|
2016
Q2 | $823K | Buy |
22,312
+176
| +0.8% | +$6.3K | ﹤0.01% | 1468 |
|
|
2016
Q1 | $853K | Sell |
22,136
-3,830
| -15% | -$137K | ﹤0.01% | 1306 |
|
|
2015
Q4 | $976K | Sell |
25,966
-35,603
| -58% | -$1.28M | 0.01% | 1319 |
|
|
2015
Q3 | $2.13M | Sell |
61,569
-5,732
| -9% | -$191K | 0.01% | 886 |
|
|
2015
Q2 | $2.17M | Buy |
67,301
+11,305
| +20% | +$371K | 0.01% | 950 |
|
|
2015
Q1 | $1.91M | Buy |
55,996
+5,690
| +11% | +$187K | 0.01% | 965 |
|
|
2014
Q4 | $1.55M | Buy |
+50,306
| New | +$1.51M | 0.01% | 1038 |
|
Other funds holding UDR
VPM
VCM
CIM
Stifel Financial's UDR Position: Q1 2026 in Review
Stifel Financial reduced its UDR (UDR) stake by 1.4% in Q1 2026, selling an estimated $5.07K and leaving 9,399 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #3143.
Stifel Financial first reported a position in UDR in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.17M in Q2 2015. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.
- Stifel Financial held 9,399 shares of UDR worth $318K as of Q1 2026.
- Stifel Financial sold 138 UDR shares in Q1 2026, an estimated $5.07K.
- UDR made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3143 holding.
- Stifel Financial first reported a position in UDR in Q4 2014 and has held it in 46 quarters since.
- Stifel Financial's UDR position peaked at $2.17M in Q2 2015.
- 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.