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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Twin Peaks Wealth Advisors's UDR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in UDR (UDR) in Q1 2026: 83 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #1600 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in UDR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in UDR in Q2 2025 and has held it in 2 quarters since. The position peaked at $8.21K in Q2 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 83 shares of UDR worth $2.8K as of Q1 2026.
  • UDR was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • UDR made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1600 holding.
  • Twin Peaks Wealth Advisors first reported a position in UDR in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's UDR position peaked at $8.21K in Q2 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.