United Capital Financial Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $366K | Sell |
9,177
-8,292
| -47% | -$307K | ﹤0.01% | 1278 |
|
|
2026
Q1 | $590K | Buy |
17,469
+6,890
| +65% | +$253K | ﹤0.01% | 983 |
|
|
2025
Q4 | $388K | Buy |
10,579
+4,156
| +65% | +$148K | ﹤0.01% | 1066 |
|
|
2025
Q3 | $239K | Sell |
6,423
-2,917
| -31% | -$114K | ﹤0.01% | 1088 |
|
|
2025
Q2 | $381K | Buy |
9,340
+1,971
| +27% | +$81.6K | ﹤0.01% | 855 |
|
|
2025
Q1 | $333K | Buy |
7,369
+145
| +2% | +$6.21K | ﹤0.01% | 861 |
|
|
2024
Q4 | $314K | Buy |
7,224
+80
| +1% | +$3.54K | ﹤0.01% | 866 |
|
|
2024
Q3 | $324K | Buy |
7,144
+4
| +0.1% | +$171 | ﹤0.01% | 851 |
|
|
2024
Q2 | $294K | Buy |
+7,140
| New | +$275K | ﹤0.01% | 863 |
|
|
2022
Q3 | – | Sell |
-5,334
| Closed | -$246K | – | 1153 |
|
|
2022
Q2 | $246K | Buy |
5,334
+133
| +3% | +$6.71K | ﹤0.01% | 996 |
|
|
2022
Q1 | $298K | Buy |
5,201
+125
| +2% | +$7.09K | ﹤0.01% | 991 |
|
|
2021
Q4 | $305K | Buy |
5,076
+108
| +2% | +$6.08K | ﹤0.01% | 1019 |
|
|
2021
Q3 | $263K | Sell |
4,968
-2,136
| -30% | -$114K | ﹤0.01% | 1057 |
|
|
2021
Q2 | $348K | Sell |
7,104
-842
| -11% | -$39.6K | ﹤0.01% | 980 |
|
|
2021
Q1 | $349K | Buy |
7,946
+7
| +0.1% | +$290 | ﹤0.01% | 948 |
|
|
2020
Q4 | $305K | Buy |
+7,939
| New | +$290K | ﹤0.01% | 995 |
|
|
2020
Q1 | – | Sell |
-10,627
| Closed | -$496K | – | 1369 |
|
|
2019
Q4 | $496K | Buy |
+10,627
| New | +$510K | ﹤0.01% | 994 |
|
|
2018
Q2 | – | Sell |
-5,620
| Closed | -$200K | – | 1361 |
|
|
2018
Q1 | $200K | Sell |
5,620
-913
| -14% | -$32.2K | ﹤0.01% | 1238 |
|
|
2017
Q4 | $252K | Sell |
6,533
-188
| -3% | -$7.31K | ﹤0.01% | 1173 |
|
|
2017
Q3 | $256K | Buy |
+6,721
| New | +$261K | ﹤0.01% | 1166 |
|
|
2017
Q1 | – | Sell |
-9,454
| Closed | -$345K | – | 1291 |
|
|
2016
Q4 | $345K | Buy |
9,454
+2,016
| +27% | +$69.1K | ﹤0.01% | 1010 |
|
|
2016
Q3 | $268K | Sell |
7,438
-1,282
| -15% | -$46.7K | ﹤0.01% | 1104 |
|
|
2016
Q2 | $323K | Buy |
8,720
+1,409
| +19% | +$50.5K | ﹤0.01% | 1014 |
|
|
2016
Q1 | $282K | Sell |
7,311
-4,262
| -37% | -$152K | ﹤0.01% | 1016 |
|
|
2015
Q4 | $435K | Sell |
11,573
-5,110
| -31% | -$183K | 0.01% | 915 |
|
|
2015
Q3 | $575K | Sell |
16,683
-788
| -5% | -$26.3K | 0.01% | 850 |
|
|
2015
Q2 | $560K | Buy |
17,471
+2,857
| +20% | +$93.8K | 0.01% | 877 |
|
|
2015
Q1 | $479K | Buy |
14,614
+5,195
| +55% | +$171K | 0.01% | 907 |
|
|
2014
Q4 | $290K | Buy |
+9,419
| New | +$282K | ﹤0.01% | 981 |
|
Other funds holding UDR
CIM
United Capital Financial Advisors's UDR Position: Q2 2026 in Review
United Capital Financial Advisors reduced its UDR (UDR) stake by 47% in Q2 2026, selling an estimated $307K and leaving 9,177 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.
United Capital Financial Advisors first reported a position in UDR in Q4 2014 and has held it in 29 quarters since. The position peaked at $590K in Q1 2026. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.
- United Capital Financial Advisors held 9,177 shares of UDR worth $366K as of Q2 2026.
- United Capital Financial Advisors sold 8,292 UDR shares in Q2 2026, an estimated $307K.
- UDR made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1278 holding.
- United Capital Financial Advisors first reported a position in UDR in Q4 2014 and has held it in 29 quarters since.
- United Capital Financial Advisors's UDR position peaked at $590K in Q1 2026.
- 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.