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Sunbelt Securities’s UDR UDR Stock Holding History

Sunbelt Securities’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 		$1.59K Buy
47
+16
+52% +$588 ﹤0.01% 1983
2025
Q4 		$1.14K Buy
+31
New +$1.1K ﹤0.01% 2025
2020
Q1 		– Sell
-8,125
Closed -$379K – 637
2019
Q4 		$379K Sell
8,125
-1,675
-17% -$80.4K 0.04% 384
2019
Q3 		$475K Buy
+9,800
New +$462K 0.05% 310

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Sunbelt Securities's UDR Position: Q1 2026 in Review

Sunbelt Securities increased its UDR (UDR) stake by 52% in Q1 2026, buying an estimated $588 and bringing the position to 47 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Sunbelt Securities first reported a position in UDR in Q3 2019 and has held it in 4 quarters since. The position peaked at $475K in Q3 2019. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Sunbelt Securities held 47 shares of UDR worth $1.59K as of Q1 2026.
  • Sunbelt Securities bought 16 UDR shares in Q1 2026, an estimated $588.
  • UDR made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1983 holding.
  • Sunbelt Securities first reported a position in UDR in Q3 2019 and has held it in 4 quarters since.
  • Sunbelt Securities's UDR position peaked at $475K in Q3 2019.
  • 528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.