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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

UDR holding history

UDR, Inc. in every 13F filed by Raffa Wealth Management, 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)
50
Value
$2.00K
% of portfolio
<0.1%
Quarters held
33
Since Q1 2018
Holdings of UDR by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650$2.00K<0.1%−2−3.8%ReducedHolders
Q1 202652$1.76K<0.1%00.0%UnchangedHolders
Q4 202552$1.91K<0.1%00.0%UnchangedHolders
Q3 202552$1.94K<0.1%00.0%UnchangedHolders
Q2 202552$2.12K<0.1%00.0%UnchangedHolders
Q1 202552$2.35K<0.1%00.0%UnchangedHolders
Q4 202452$2.26K<0.1%00.0%UnchangedHolders
Q3 202452$2.36K<0.1%00.0%UnchangedHolders
Q2 202452$2.14K<0.1%00.0%UnchangedHolders
Q1 202452$1.95K<0.1%00.0%UnchangedHolders
Q4 202352$1.99K<0.1%00.0%UnchangedHolders
Q3 202352$1.85K<0.1%00.0%UnchangedHolders
Q2 202352$2.23K<0.1%00.0%UnchangedHolders
Q1 202352$2.13K<0.1%00.0%UnchangedHolders
Q4 202252$2.01K<0.1%00.0%UnchangedHolders
Q3 202252$2.17K<0.1%−14−21.2%ReducedHolders
Q2 202266$3.04K<0.1%−6−8.3%ReducedHolders
Q1 202272$4.13K<0.1%+5+7.5%AddedHolders
Q4 202167$4.02K<0.1%+6+9.8%AddedHolders
Q3 202161$3.23K<0.1%+9+17.3%AddedHolders
Q2 202152$2.55K<0.1%00.0%UnchangedHolders
Q1 202152$2.28K<0.1%+21+67.7%AddedHolders
Q4 202031$1.19K<0.1%00.0%Unchanged–
Q3 202031$1.01K<0.1%00.0%Unchanged–
Q2 202031$1.16K<0.1%−22−41.5%Reduced–
Q1 202053$1.94K<0.1%+22+71.0%Added–
Q4 201931$1.45K<0.1%00.0%Unchanged–
Q3 201931$1.50K<0.1%+31New–
Q2 20190$00.0%−31−100.0%Sold out–
Q1 201931$1.41K<0.1%00.0%Unchanged–
Q4 201831$1.23K<0.1%00.0%Unchanged–
Q3 201831$1.25K<0.1%00.0%Unchanged–
Q2 201831$1.16K<0.1%00.0%Unchanged–
Q1 201831$1.10K<0.1%+31New–