RAFFA WEALTH MANAGEMENT, LLC’s UDR UDR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2K	Sell	50 -2	-4%	-$74	﹤0.01%	838
2026 Q1	$1.76K	Hold	52	–	–	﹤0.01%	795
2025 Q4	$1.91K	Hold	52	–	–	﹤0.01%	752
2025 Q3	$1.94K	Hold	52	–	–	﹤0.01%	714
2025 Q2	$2.12K	Hold	52	–	–	﹤0.01%	669
2025 Q1	$2.35K	Hold	52	–	–	﹤0.01%	587
2024 Q4	$2.26K	Hold	52	–	–	﹤0.01%	634
2024 Q3	$2.36K	Hold	52	–	–	﹤0.01%	600
2024 Q2	$2.14K	Hold	52	–	–	﹤0.01%	705
2024 Q1	$1.95K	Hold	52	–	–	﹤0.01%	718
2023 Q4	$1.99K	Hold	52	–	–	﹤0.01%	619
2023 Q3	$1.85K	Hold	52	–	–	﹤0.01%	609
2023 Q2	$2.23K	Hold	52	–	–	﹤0.01%	571
2023 Q1	$2.13K	Hold	52	–	–	﹤0.01%	588
2022 Q4	$2.01K	Hold	52	–	–	﹤0.01%	590
2022 Q3	$2.17K	Sell	52 -14	-21%	-$642	﹤0.01%	571
2022 Q2	$3.04K	Sell	66 -6	-8%	-$303	﹤0.01%	504
2022 Q1	$4.13K	Buy	72 +5	+7%	+$284	﹤0.01%	452
2021 Q4	$4.02K	Buy	67 +6	+10%	+$338	﹤0.01%	479
2021 Q3	$3.23K	Buy	61 +9	+17%	+$481	﹤0.01%	481
2021 Q2	$2.55K	Hold	52	–	–	﹤0.01%	554
2021 Q1	$2.28K	Buy	52 +21	+68%	+$869	﹤0.01%	597
2020 Q4	$1.19K	Hold	31	–	–	﹤0.01%	696
2020 Q3	$1.01K	Hold	31	–	–	﹤0.01%	664
2020 Q2	$1.16K	Sell	31 -22	-42%	-$821	﹤0.01%	617
2020 Q1	$1.94K	Buy	53 +22	+71%	+$996	﹤0.01%	436
2019 Q4	$1.45K	Hold	31	–	–	﹤0.01%	489
2019 Q3	$1.5K	Buy	+31	New	+$1.46K	﹤0.01%	456
2019 Q2	–	Sell	-31	Closed	-$1.41K	–	1344
2019 Q1	$1.41K	Hold	31	–	–	﹤0.01%	439
2018 Q4	$1.23K	Hold	31	–	–	﹤0.01%	462
2018 Q3	$1.25K	Hold	31	–	–	﹤0.01%	507
2018 Q2	$1.16K	Hold	31	–	–	﹤0.01%	514
2018 Q1	$1.1K	Buy	+31	New	+$1.09K	﹤0.01%	498

Other funds holding UDR

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UDR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its UDR (UDR) stake by 3.8% in Q2 2026, selling an estimated $74 and leaving 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UDR in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.13K in Q1 2022. 118 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 50 shares of UDR worth $2K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 2 UDR shares in Q2 2026, an estimated $74.
UDR made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #838 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in UDR in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's UDR position peaked at $4.13K in Q1 2022.
118 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.