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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Wiser Advisor Group's UDR Position: Q1 2026 in Review

Wiser Advisor Group increased its UDR (UDR) stake by 1.1% in Q1 2026, buying an estimated $551 and bringing the position to 1,352 shares worth $45.7K. The position accounts for 0.06% of the portfolio, ranked #91.

Wiser Advisor Group first reported a position in UDR in Q4 2023 and has held it in 9 quarters since. The position peaked at $58.4K in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Wiser Advisor Group held 1,352 shares of UDR worth $45.7K as of Q1 2026.
  • Wiser Advisor Group bought 15 UDR shares in Q1 2026, an estimated $551.
  • UDR made up 0.06% of Wiser Advisor Group's portfolio in Q1 2026, its #91 holding.
  • Wiser Advisor Group first reported a position in UDR in Q4 2023 and has held it in 9 quarters since.
  • Wiser Advisor Group's UDR position peaked at $58.4K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.