Valley National Advisers’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 | $599 | Buy |
+15
| New | +$555 | ﹤0.01% | 931 |
|
|
2024
Q3 | – | Sell |
-100
| Closed | -$4K | – | 1132 |
|
|
2024
Q2 | $4K | Buy |
100
+30
| +43% | +$1.16K | ﹤0.01% | 805 |
|
|
2024
Q1 | $2K | Sell |
70
-176
| -72% | -$6.47K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $9K | Buy |
246
+15
| +6% | +$522 | ﹤0.01% | 688 |
|
|
2023
Q3 | $8K | Sell |
231
-5
| -2% | -$199 | ﹤0.01% | 649 |
|
|
2023
Q2 | $11K | Buy |
236
+20
| +9% | +$823 | ﹤0.01% | 591 |
|
|
2023
Q1 | $9K | Hold |
216
| – | – | ﹤0.01% | 616 |
|
|
2022
Q4 | $8K | Hold |
216
| – | – | ﹤0.01% | 610 |
|
|
2022
Q3 | $9K | Hold |
216
| – | – | ﹤0.01% | 600 |
|
|
2022
Q2 | $10K | Hold |
216
| – | – | ﹤0.01% | 578 |
|
|
2022
Q1 | $12K | Hold |
216
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $13K | Hold |
216
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $11K | Hold |
216
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $11K | Hold |
216
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $9K | Hold |
216
| – | – | ﹤0.01% | 558 |
|
|
2020
Q4 | $8K | Hold |
216
| – | – | ﹤0.01% | 555 |
|
|
2020
Q3 | $7K | Hold |
216
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $8K | Hold |
216
| – | – | ﹤0.01% | 506 |
|
|
2020
Q1 | $8K | Hold |
216
| – | – | ﹤0.01% | 495 |
|
|
2019
Q4 | $10K | Hold |
216
| – | – | ﹤0.01% | 533 |
|
|
2019
Q3 | $10K | Hold |
216
| – | – | ﹤0.01% | 511 |
|
|
2019
Q2 | $10K | Hold |
216
| – | – | ﹤0.01% | 486 |
|
|
2019
Q1 | $10K | Hold |
216
| – | – | ﹤0.01% | 478 |
|
|
2018
Q4 | $9K | Hold |
216
| – | – | ﹤0.01% | 465 |
|
|
2018
Q3 | $9K | Hold |
216
| – | – | ﹤0.01% | 447 |
|
|
2018
Q2 | $8K | Hold |
216
| – | – | ﹤0.01% | 443 |
|
|
2018
Q1 | $8K | Hold |
216
| – | – | ﹤0.01% | 429 |
|
|
2017
Q4 | $8K | Hold |
216
| – | – | ﹤0.01% | 439 |
|
|
2017
Q3 | $8K | Hold |
216
| – | – | ﹤0.01% | 436 |
|
|
2017
Q2 | $8K | Hold |
216
| – | – | ﹤0.01% | 435 |
|
|
2017
Q1 | $8K | Hold |
216
| – | – | ﹤0.01% | 436 |
|
|
2016
Q4 | $8K | Buy |
+216
| New | +$7.4K | ﹤0.01% | 449 |
|
Other funds holding UDR
CIM
Valley National Advisers's UDR Position: Q2 2026 in Review
Valley National Advisers opened a new position in UDR (UDR) in Q2 2026: 15 shares worth $599. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in UDR as recently as Q2 2024.
Valley National Advisers first reported a position in UDR in Q4 2016 and has held it in 32 quarters since. The position peaked at $13K in Q4 2021. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.
- Valley National Advisers held 15 shares of UDR worth $599 as of Q2 2026.
- UDR was a new Valley National Advisers position in Q2 2026.
- UDR made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #931 holding.
- Valley National Advisers first reported a position in UDR in Q4 2016 and has held it in 32 quarters since.
- Valley National Advisers's UDR position peaked at $13K in Q4 2021.
- 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.