Wealth Enhancement Advisory Services
UDR icon

Wealth Enhancement Advisory Services’s UDR UDR Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.25M Buy
31,396
+13,726
+78% +$508K ﹤0.01% 1917
2026
Q1 		$612K Sell
17,670
-2,974
-14% -$109K ﹤0.01% 2161
2025
Q4 		$766K Buy
20,644
+5,766
+39% +$205K ﹤0.01% 2140
2025
Q3 		$538K Buy
14,878
+14
+0.1% +$546 ﹤0.01% 2313
2025
Q2 		$606K Buy
14,864
+3,283
+28% +$136K ﹤0.01% 2085
2025
Q1 		$523K Buy
11,581
+842
+8% +$36.1K ﹤0.01% 2031
2024
Q4 		$466K Buy
10,739
+1,497
+16% +$66.2K ﹤0.01% 2037
2024
Q3 		$419K Buy
9,242
+1,395
+18% +$59.8K ﹤0.01% 1945
2024
Q2 		$323K Buy
7,847
+1,612
+26% +$62.1K ﹤0.01% 1931
2024
Q1 		$233K Sell
6,235
-333
-5% -$12.3K ﹤0.01% 2090
2023
Q4 		$252K Sell
6,568
-157
-2% -$5.46K ﹤0.01% 1949
2023
Q3 		$240K Buy
+6,725
New +$268K ﹤0.01% 1878

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's UDR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its UDR (UDR) stake by 78% in Q2 2026, buying an estimated $508K and bringing the position to 31,396 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Wealth Enhancement Advisory Services first reported a position in UDR in Q3 2023 and has held it in 12 quarters since. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 31,396 shares of UDR worth $1.25M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,726 UDR shares in Q2 2026, an estimated $508K.
  • UDR made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1917 holding.
  • Wealth Enhancement Advisory Services first reported a position in UDR in Q3 2023 and has held it in 12 quarters since.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.