TFC Financial Management’s UDR UDR Stock Holding History

TFC Financial 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	$1.08K	Sell	27 -6	-18%	-$222	﹤0.01%	641
2026 Q1	$1.11K	Hold	33	–	–	﹤0.01%	603
2025 Q4	$1.21K	Sell	33 -6	-15%	-$213	﹤0.01%	589
2025 Q3	$1.45K	Hold	39	–	–	﹤0.01%	585
2025 Q2	$1.59K	Hold	39	–	–	﹤0.01%	530
2025 Q1	$1.76K	Hold	39	–	–	﹤0.01%	500
2024 Q4	$1.69K	Hold	39	–	–	﹤0.01%	523
2024 Q3	$1.77K	Hold	39	–	–	﹤0.01%	518
2024 Q2	$1.6K	Buy	39 +3	+8%	+$116	﹤0.01%	515
2024 Q1	$1.35K	Hold	36	–	–	﹤0.01%	510
2023 Q4	$1.38K	Buy	+36	New	+$1.25K	﹤0.01%	486
2023 Q3	–	Sell	-11	Closed	-$473	–	703
2023 Q2	$473	Buy	+11	New	+$453	﹤0.01%	593

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TFC Financial Management's UDR Position: Q2 2026 in Review

TFC Financial Management reduced its UDR (UDR) stake by 18% in Q2 2026, selling an estimated $222 and leaving 27 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

TFC Financial Management first reported a position in UDR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.77K in Q3 2024. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

TFC Financial Management held 27 shares of UDR worth $1.08K as of Q2 2026.
TFC Financial Management sold 6 UDR shares in Q2 2026, an estimated $222.
UDR made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #641 holding.
TFC Financial Management first reported a position in UDR in Q2 2023 and has held it in 12 quarters since.
TFC Financial Management's UDR position peaked at $1.77K in Q3 2024.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.