True Wealth Design’s UDR UDR Stock Holding History

True Wealth Design’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	$2.08K	Buy	+52	New	+$1.92K	﹤0.01%	1679
2025 Q3	–	Sell	-2	Closed	-$82	–	2888
2025 Q2	$82	Hold	2	–	–	﹤0.01%	2289
2025 Q1	$91	Buy	+2	New	+$86	﹤0.01%	2224

Other funds holding UDR

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

True Wealth Design's UDR Position: Q2 2026 in Review

True Wealth Design opened a new position in UDR (UDR) in Q2 2026: 52 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #1679 among its holdings. This is a return to the name: True Wealth Design previously reported a position in UDR as recently as Q2 2025.

True Wealth Design first reported a position in UDR in Q1 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

True Wealth Design held 52 shares of UDR worth $2.08K as of Q2 2026.
UDR was a new True Wealth Design position in Q2 2026.
UDR made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1679 holding.
True Wealth Design first reported a position in UDR in Q1 2025 and has held it in 3 quarters since.
47 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.