Planning Strategies Inc.’s UDR UDR Stock Holding History

Planning Strategies Inc.’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	$1.24K	Buy	+31	New	+$1.15K	﹤0.01%	706

Other funds holding UDR

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Planning Strategies Inc.'s UDR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in UDR (UDR) in Q2 2026: 31 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings.

140 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Planning Strategies Inc. held 31 shares of UDR worth $1.24K as of Q2 2026.
UDR was a new Planning Strategies Inc. position in Q2 2026.
UDR made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #706 holding.
140 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.