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TD Private Client Wealth’s UDR UDR Stock Holding History

TD Private Client Wealth’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 		$16.6K Sell
417
-23
-5% -$851 ﹤0.01% 1058
2026
Q1 		$14.9K Buy
440
+59
+15% +$2.17K ﹤0.01% 1051
2025
Q4 		$14K Sell
381
-352
-48% -$12.5K ﹤0.01% 1058
2025
Q3 		$27.3K Buy
733
+50
+7% +$1.95K ﹤0.01% 948
2025
Q2 		$27.9K Sell
683
-35
-5% -$1.45K ﹤0.01% 940
2025
Q1 		$32.4K Sell
718
-39
-5% -$1.67K ﹤0.01% 871
2024
Q4 		$32.9K Sell
757
-24
-3% -$1.06K ﹤0.01% 897
2024
Q3 		$35.4K Sell
781
-27
-3% -$1.16K ﹤0.01% 889
2024
Q2 		$33.2K Buy
808
+371
+85% +$14.3K ﹤0.01% 875
2024
Q1 		$16.3K Hold
437
– – ﹤0.01% 975
2023
Q4 		$16.7K Buy
437
+44
+11% +$1.53K ﹤0.01% 979
2023
Q3 		$14K Sell
393
-427
-52% -$17K ﹤0.01% 985
2023
Q2 		$35.2K Sell
820
-747
-48% -$30.7K ﹤0.01% 857
2023
Q1 		$64.3K Buy
1,567
+58
+4% +$2.4K ﹤0.01% 726
2022
Q4 		$58.4K Sell
1,509
-228
-13% -$9.01K ﹤0.01% 711
2022
Q3 		$72.5K Buy
1,737
+147
+9% +$6.75K ﹤0.01% 665
2022
Q2 		$73.2K Sell
1,590
-158
-9% -$7.97K ﹤0.01% 654
2022
Q1 		$100K Buy
1,748
+571
+49% +$32.4K ﹤0.01% 638
2021
Q4 		$70.6K Sell
1,177
-855
-42% -$48.1K ﹤0.01% 692
2021
Q3 		$108K Buy
2,032
+205
+11% +$11K ﹤0.01% 625
2021
Q2 		$89.5K Hold
1,827
– – ﹤0.01% 631
2021
Q1 		$80.1K Buy
1,827
+87
+5% +$3.6K ﹤0.01% 630
2020
Q4 		$66.9K Buy
1,740
+635
+57% +$23.2K ﹤0.01% 614
2020
Q3 		$36K Buy
1,105
+187
+20% +$6.57K ﹤0.01% 654
2020
Q2 		$34.3K Buy
918
+494
+117% +$18.4K ﹤0.01% 657
2020
Q1 		$15.5K Buy
424
+18
+4% +$815 ﹤0.01% 717
2019
Q4 		$19K Buy
+406
New +$19.5K ﹤0.01% 705

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

TD Private Client Wealth's UDR Position: Q2 2026 in Review

TD Private Client Wealth reduced its UDR (UDR) stake by 5.2% in Q2 2026, selling an estimated $851 and leaving 417 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

TD Private Client Wealth first reported a position in UDR in Q4 2019 and has held it in 27 quarters since. The position peaked at $108K in Q3 2021. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • TD Private Client Wealth held 417 shares of UDR worth $16.6K as of Q2 2026.
  • TD Private Client Wealth sold 23 UDR shares in Q2 2026, an estimated $851.
  • UDR made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1058 holding.
  • TD Private Client Wealth first reported a position in UDR in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's UDR position peaked at $108K in Q3 2021.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.