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Transamerica Financial Advisors’s UDR UDR Stock Holding History

Transamerica Financial Advisors’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 		$1.32K Buy
33
+14
+74% +$518 ﹤0.01% 1423
2026
Q1 		$641 Buy
19
+8
+73% +$294 ﹤0.01% 1431
2025
Q4 		$403 Buy
+11
New +$391 ﹤0.01% 1402

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Transamerica Financial Advisors's UDR Position: Q2 2026 in Review

Transamerica Financial Advisors increased its UDR (UDR) stake by 74% in Q2 2026, buying an estimated $518 and bringing the position to 33 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Transamerica Financial Advisors first reported a position in UDR in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Transamerica Financial Advisors held 33 shares of UDR worth $1.32K as of Q2 2026.
  • Transamerica Financial Advisors bought 14 UDR shares in Q2 2026, an estimated $518.
  • UDR made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1423 holding.
  • Transamerica Financial Advisors first reported a position in UDR in Q4 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.