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Whipplewood Advisors’s UDR UDR Stock Holding History

Whipplewood 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 		– Sell
-11
Closed -$372 – 1009
2026
Q1 		$372 Buy
+11
New +$404 ﹤0.01% 997
2025
Q3 		– Sell
-11
Closed -$449 – 1108
2025
Q2 		$449 Sell
11
-3
-21% -$124 ﹤0.01% 1131
2025
Q1 		$994 Sell
14
-8
-36% -$343 ﹤0.01% 1029
2024
Q4 		$955 Buy
+22
New +$973 ﹤0.01% 1029

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
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

Whipplewood Advisors's UDR Position: Q2 2026 in Review

Whipplewood Advisors sold out of UDR (UDR) in Q2 2026, closing a stake of 11 shares — an estimated $372 sold.

Whipplewood Advisors first reported a position in UDR in Q4 2024 and held it in 4 quarters. The position peaked at $994 in Q1 2025. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Whipplewood Advisors reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 11 UDR shares in Q2 2026, an estimated $372.
  • Whipplewood Advisors first reported a position in UDR in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's UDR position peaked at $994 in Q1 2025.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.