Virginia Estate & Retirement Planning Advisors’s UDR UDR Stock Holding History

Virginia Estate & Retirement Planning 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 Q2	$33.4K	Buy	+837	New	+$31K	0.04%	63

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

Virginia Estate & Retirement Planning Advisors's UDR Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in UDR (UDR) in Q2 2026: 837 shares worth $33.4K. The stake represents 0.04% of the portfolio and ranks #63 among its holdings.

482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 837 shares of UDR worth $33.4K as of Q2 2026.
UDR was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
UDR made up 0.04% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #63 holding.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.