Wealthfront Advisers
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Wealthfront Advisers’s UDR UDR Stock Holding History

Wealthfront Advisers’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 		$456K Buy
11,415
+1,624
+17% +$60.1K ﹤0.01% 896
2026
Q1 		$331K Sell
9,791
-24
-0.2% -$881 ﹤0.01% 917
2025
Q4 		$360K Sell
9,815
-118
-1% -$4.2K ﹤0.01% 887
2025
Q3 		$370K Sell
9,933
-63,106
-86% -$2.46M ﹤0.01% 863
2025
Q2 		$2.98M Sell
73,039
-1,446
-2% -$59.9K 0.01% 480
2025
Q1 		$3.36M Buy
74,485
+13,212
+22% +$566K 0.01% 430
2024
Q4 		$2.66M Buy
61,273
+15,442
+34% +$683K 0.01% 459
2024
Q3 		$2.08M Buy
45,831
+1,910
+4% +$81.8K 0.01% 492
2024
Q2 		$1.81M Buy
43,921
+35,580
+427% +$1.37M 0.01% 510
2024
Q1 		$312K Buy
8,341
+1,206
+17% +$44.4K ﹤0.01% 797
2023
Q4 		$273K Buy
7,135
+9
+0.1% +$313 ﹤0.01% 805
2023
Q3 		$254K Sell
7,126
-264
-4% -$10.5K ﹤0.01% 786
2023
Q2 		$317K Buy
7,390
+598
+9% +$24.6K ﹤0.01% 752
2023
Q1 		$279K Buy
+6,792
New +$281K ﹤0.01% 760
2022
Q4 		– Sell
-6,015
Closed -$251K – 800
2022
Q3 		$251K Sell
6,015
-400
-6% -$18.4K ﹤0.01% 720
2022
Q2 		$295K Sell
6,415
-17,973
-74% -$906K ﹤0.01% 688
2022
Q1 		$1.4M Buy
24,388
+16,703
+217% +$948K 0.01% 475
2021
Q4 		$461K Buy
7,685
+2,039
+36% +$115K ﹤0.01% 609
2021
Q3 		$299K Buy
5,646
+921
+19% +$49.2K ﹤0.01% 619
2021
Q2 		$231K Buy
+4,725
New +$222K ﹤0.01% 602
2020
Q3 		– Sell
-9,865
Closed -$369K – 515
2020
Q2 		$369K Sell
9,865
-17,900
-64% -$668K ﹤0.01% 425
2020
Q1 		$1.01M Buy
27,765
+3,592
+15% +$163K 0.01% 290
2019
Q4 		$1.13M Buy
24,173
+1,625
+7% +$78K 0.01% 297
2019
Q3 		$1.09M Buy
22,548
+1,150
+5% +$54.2K 0.01% 275
2019
Q2 		$961K Sell
21,398
-2,355
-10% -$106K 0.01% 284
2019
Q1 		$1.08M Buy
23,753
+2,856
+14% +$124K 0.01% 243
2018
Q4 		$828K Buy
+20,897
New +$844K 0.01% 274

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wealthfront Advisers's UDR Position: Q2 2026 in Review

Wealthfront Advisers increased its UDR (UDR) stake by 17% in Q2 2026, buying an estimated $60.1K and bringing the position to 11,415 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Wealthfront Advisers first reported a position in UDR in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.36M in Q1 2025. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Wealthfront Advisers held 11,415 shares of UDR worth $456K as of Q2 2026.
  • Wealthfront Advisers bought 1,624 UDR shares in Q2 2026, an estimated $60.1K.
  • UDR made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #896 holding.
  • Wealthfront Advisers first reported a position in UDR in Q4 2018 and has held it in 27 quarters since.
  • Wealthfront Advisers's UDR position peaked at $3.36M in Q1 2025.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.