WAG
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Wiser Advisor Group’s UDR UDR Stock Holding History

Wiser Advisor Group’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 		$54.6K Buy
1,368
+16
+1% +$592 0.06% 87
2026
Q1 		$45.7K Buy
1,352
+15
+1% +$551 0.06% 91
2025
Q4 		$49K Buy
1,337
+17
+1% +$605 0.06% 96
2025
Q3 		$49.2K Buy
+1,320
New +$51.5K 0.06% 97
2025
Q2 		– Sell
-1,292
Closed -$58.4K – 239
2025
Q1 		$58.4K Buy
1,292
+13
+1% +$557 0.09% 85
2024
Q4 		$55.5K Buy
1,279
+12
+0.9% +$531 0.08% 91
2024
Q3 		$57.4K Buy
1,267
+13
+1% +$557 0.09% 90
2024
Q2 		$51.6K Buy
1,254
+15
+1% +$578 0.08% 92
2024
Q1 		$46.4K Buy
1,239
+13
+1% +$478 0.07% 99
2023
Q4 		$46.9K Buy
+1,226
New +$42.6K 0.08% 98

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

Wiser Advisor Group's UDR Position: Q2 2026 in Review

Wiser Advisor Group increased its UDR (UDR) stake by 1.2% in Q2 2026, buying an estimated $592 and bringing the position to 1,368 shares worth $54.6K. The position accounts for 0.06% of the portfolio, ranked #87.

Wiser Advisor Group first reported a position in UDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $58.4K in Q1 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Wiser Advisor Group held 1,368 shares of UDR worth $54.6K as of Q2 2026.
  • Wiser Advisor Group bought 16 UDR shares in Q2 2026, an estimated $592.
  • UDR made up 0.06% of Wiser Advisor Group's portfolio in Q2 2026, its #87 holding.
  • Wiser Advisor Group first reported a position in UDR in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's UDR position peaked at $58.4K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.