Verus Financial Partners’s UDR UDR Stock Holding History

Verus Financial Partners’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	$255K	Hold	6,400	–	–	0.02%	111
2026 Q1	$219K	Hold	6,400	–	–	0.02%	114
2025 Q4	$237K	Hold	6,400	–	–	0.02%	107
2025 Q3	$238K	Buy	6,400 +28	+0.4%	+$1.09K	0.02%	109
2025 Q2	$259K	Buy	6,372 +27	+0.4%	+$1.12K	0.03%	97
2025 Q1	$261K	Buy	6,345 +25	+0.4%	+$1.07K	0.03%	90
2024 Q4	$253K	Sell	6,320 -478	-7%	-$21.1K	0.03%	87
2024 Q3	$305K	Buy	6,798 +26	+0.4%	+$1.11K	0.03%	78
2024 Q2	$279K	Buy	6,772 +28	+0.4%	+$1.08K	0.03%	80
2024 Q1	$252K	Buy	6,744 +28	+0.4%	+$1.03K	0.03%	90
2023 Q4	$246K	Sell	6,716 -557	-8%	-$19.4K	0.03%	88
2023 Q3	$263K	Buy	7,273 +24	+0.3%	+$957	0.03%	85
2023 Q2	$306K	Sell	7,249 -357	-5%	-$14.7K	0.04%	73
2023 Q1	$306K	Buy	7,606 +1,218	+19%	+$50.3K	0.04%	71
2022 Q4	$272K	Buy	6,388 +21	+0.3%	+$830	0.04%	81
2022 Q3	$255K	Buy	6,367 +8	+0.1%	+$367	0.04%	83
2022 Q2	$291K	Buy	6,359 +8	+0.1%	+$403	0.04%	73
2022 Q1	$366K	Buy	6,351 +653	+11%	+$37.1K	0.05%	65
2021 Q4	$342K	Sell	5,698 -116	-2%	-$6.53K	0.05%	69
2021 Q3	$316K	Hold	5,814	–	–	0.05%	72
2021 Q2	$315K	Buy	5,814 +738	+15%	+$34.7K	0.05%	71
2021 Q1	$226K	Buy	+5,076	New	+$210K	0.04%	80
2020 Q3	–	Sell	-10,713	Closed	-$400K	–	202
2020 Q2	$400K	Hold	10,713	–	–	0.09%	43
2020 Q1	$391K	Buy	10,713 +1,568	+17%	+$71K	0.12%	38
2019 Q4	$427K	Sell	9,145 -206	-2%	-$9.89K	0.13%	42
2019 Q3	$453K	Hold	9,351	–	–	0.15%	35
2019 Q2	$420K	Hold	9,351	–	–	0.14%	30
2019 Q1	$425K	Buy	9,351 +1,503	+19%	+$65.2K	0.15%	29
2018 Q4	$317K	Hold	7,848	–	–	0.11%	37
2018 Q3	$317K	Hold	7,848	–	–	0.11%	37
2018 Q2	$295K	Hold	7,848	–	–	0.11%	37
2018 Q1	$280K	Hold	7,848	–	–	0.11%	40
2017 Q4	$302K	Hold	7,848	–	–	0.11%	38
2017 Q3	$298K	Hold	7,848	–	–	0.12%	37
2017 Q2	$306K	Sell	7,848 -4,945	-39%	-$188K	0.12%	38
2017 Q1	$464K	Buy	12,793 +2,574	+25%	+$92K	0.19%	24
2016 Q4	$373K	Sell	10,219 -2,140	-17%	-$73.3K	0.16%	27
2016 Q3	$445K	Buy	12,359 +522	+4%	+$19K	0.2%	24
2016 Q2	$437K	Buy	11,837 +2	+0%	+$72	0.2%	25
2016 Q1	$456K	Buy	11,835 +2,354	+25%	+$84.2K	0.21%	25
2015 Q4	$356K	Buy	9,481 +2	+0%	+$72	0.17%	30
2015 Q3	$327K	Sell	9,479 -4,796	-34%	-$160K	0.17%	26
2015 Q2	$457K	Buy	+14,275	New	+$469K	0.23%	21

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Verus Financial Partners's UDR Position: Q2 2026 in Review

Verus Financial Partners held its UDR (UDR) position steady in Q2 2026 at 6,400 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #111.

Verus Financial Partners first reported a position in UDR in Q2 2015 and has held it in 43 quarters since. The position peaked at $464K in Q1 2017. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Verus Financial Partners held 6,400 shares of UDR worth $255K as of Q2 2026.
Verus Financial Partners left its UDR share count unchanged in Q2 2026.
UDR made up 0.02% of Verus Financial Partners's portfolio in Q2 2026, its #111 holding.
Verus Financial Partners first reported a position in UDR in Q2 2015 and has held it in 43 quarters since.
Verus Financial Partners's UDR position peaked at $464K in Q1 2017.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.