James T. Borello RIA
UDR icon

James T. Borello RIA’s UDR UDR Stock Holding History

James T. Borello RIA’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
Q3 		$9.6K Hold
285
– – ﹤0.01% 617
2026
Q2 		$11.4K Hold
285
– – ﹤0.01% 559
2026
Q1 		$9.6K Sell
285
-1
-0.3% -$37 ﹤0.01% 577
2025
Q4 		$10.5K Buy
286
+266
+1,330% +$9.46K ﹤0.01% 402
2025
Q3 		$745 Buy
+20
New +$780 ﹤0.01% 838

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State of Alaska Department of Revenue
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Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

James T. Borello RIA's UDR Position: Q3 2026 in Review

James T. Borello RIA held its UDR (UDR) position steady in Q3 2026 at 285 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

James T. Borello RIA first reported a position in UDR in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.4K in Q2 2026. 107 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • James T. Borello RIA held 285 shares of UDR worth $9.6K as of Q3 2026.
  • James T. Borello RIA left its UDR share count unchanged in Q3 2026.
  • UDR made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #617 holding.
  • James T. Borello RIA first reported a position in UDR in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's UDR position peaked at $11.4K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.