UFPG
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United Financial Planning Group’s UDR UDR Stock Holding History

United Financial Planning Group’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 		– Sell
-10
Closed -$367 – 628
2025
Q4 		$367 Buy
+10
New +$356 ﹤0.01% 422

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

United Financial Planning Group's UDR Position: Q1 2026 in Review

United Financial Planning Group sold out of UDR (UDR) in Q1 2026, closing a stake of 10 shares — an estimated $367 sold.

United Financial Planning Group first reported a position in UDR in Q4 2025 and held it in 1 quarter. The position peaked at $367 in Q4 2025. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • United Financial Planning Group reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 10 UDR shares in Q1 2026, an estimated $367.
  • United Financial Planning Group first reported a position in UDR in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's UDR position peaked at $367 in Q4 2025.
  • 528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.