Twin Peaks Wealth Advisors’s UDR UDR Stock Holding History

Twin Peaks Wealth 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	–	Sell	-83	Closed	-$2.8K	–	2070
2026 Q1	$2.8K	Buy	+83	New	+$3.05K	﹤0.01%	1600
2025 Q3	–	Sell	-217	Closed	-$8.21K	–	1997
2025 Q2	$8.21K	Buy	+217	New	+$8.99K	﹤0.01%	1043

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

Twin Peaks Wealth Advisors's UDR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of UDR (UDR) in Q2 2026, closing a stake of 83 shares — an estimated $2.8K sold.

Twin Peaks Wealth Advisors first reported a position in UDR in Q2 2025 and held it in 2 quarters. The position peaked at $8.21K in Q2 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 83 UDR shares in Q2 2026, an estimated $2.8K.
Twin Peaks Wealth Advisors first reported a position in UDR in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's UDR position peaked at $8.21K in Q2 2025.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.