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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

UDR holding history

UDR, Inc. in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UDR overviewAll 13F holders of UDRFull Q2 2026 holdings

Shares (Q2 2026)
417
Value
$16.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UDR by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026417$16.6K<0.1%−23−5.2%ReducedHolders
Q1 2026440$14.9K<0.1%+59+15.5%AddedHolders
Q4 2025381$14.0K<0.1%−352−48.0%ReducedHolders
Q3 2025733$27.3K<0.1%+50+7.3%AddedHolders
Q2 2025683$27.9K<0.1%−35−4.9%ReducedHolders
Q1 2025718$32.4K<0.1%−39−5.2%ReducedHolders
Q4 2024757$32.9K<0.1%−24−3.1%ReducedHolders
Q3 2024781$35.4K<0.1%−27−3.3%ReducedHolders
Q2 2024808$33.2K<0.1%+371+84.9%AddedHolders
Q1 2024437$16.3K<0.1%00.0%UnchangedHolders
Q4 2023437$16.7K<0.1%+44+11.2%AddedHolders
Q3 2023393$14.0K<0.1%−427−52.1%ReducedHolders
Q2 2023820$35.2K<0.1%−747−47.7%ReducedHolders
Q1 20231,567$64.3K<0.1%+58+3.8%AddedHolders
Q4 20221,509$58.4K<0.1%−228−13.1%ReducedHolders
Q3 20221,737$72.5K<0.1%+147+9.2%AddedHolders
Q2 20221,590$73.2K<0.1%−158−9.0%ReducedHolders
Q1 20221,748$100.3K<0.1%+571+48.5%AddedHolders
Q4 20211,177$70.6K<0.1%−855−42.1%ReducedHolders
Q3 20212,032$107.7K<0.1%+205+11.2%AddedHolders
Q2 20211,827$89.5K<0.1%00.0%UnchangedHolders
Q1 20211,827$80.1K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.