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Addison Advisors’s UDR UDR Stock Holding History

Addison Advisors’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 		$57.8K Sell
1,447
-332
-19% -$12.3K 0.03% 234
2026
Q1 		$60.1K Sell
1,779
-114
-6% -$4.19K 0.01% 394
2025
Q4 		$69.4K Sell
1,893
-197
-9% -$7.01K 0.02% 369
2025
Q3 		$77.9K Sell
2,090
-71
-3% -$2.77K 0.02% 350
2025
Q2 		$88.2K Buy
2,161
+55
+3% +$2.28K 0.02% 320
2025
Q1 		$95.1K Buy
2,106
+9
+0.4% +$385 0.03% 307
2024
Q4 		$91K Sell
2,097
-1
-0% -$44 0.03% 315
2024
Q3 		$95.1K Sell
2,098
-4
-0.2% -$171 0.03% 312
2024
Q2 		$86.5K Buy
2,102
+190
+10% +$7.32K 0.03% 308
2024
Q1 		$71.5K Buy
1,912
+181
+10% +$6.66K 0.02% 322
2023
Q4 		$66.3K Buy
1,731
+600
+53% +$20.9K 0.03% 319
2023
Q3 		$40.3K Buy
1,131
+136
+14% +$5.42K 0.02% 353
2023
Q2 		$42.7K Buy
995
+130
+15% +$5.35K 0.02% 340
2023
Q1 		$35.5K Buy
865
+144
+20% +$5.95K 0.02% 335
2022
Q4 		$27.9K Buy
721
+110
+18% +$4.34K 0.02% 342
2022
Q3 		$25K Buy
611
+605
+10,083% +$27.8K 0.02% 332
2022
Q2 		$0 Hold
6
– – ﹤0.01% 776
2022
Q1 		$0 Hold
6
– – ﹤0.01% 790
2021
Q4 		$0 Buy
+6
New +$338 ﹤0.01% 719

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Addison Advisors's UDR Position: Q2 2026 in Review

Addison Advisors reduced its UDR (UDR) stake by 19% in Q2 2026, selling an estimated $12.3K and leaving 1,447 shares worth $57.8K. The position accounts for 0.03% of the portfolio, ranked #234.

Addison Advisors first reported a position in UDR in Q4 2021 and has held it in 19 quarters since. The position peaked at $95.1K in Q1 2025. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Addison Advisors held 1,447 shares of UDR worth $57.8K as of Q2 2026.
  • Addison Advisors sold 332 UDR shares in Q2 2026, an estimated $12.3K.
  • UDR made up 0.03% of Addison Advisors's portfolio in Q2 2026, its #234 holding.
  • Addison Advisors first reported a position in UDR in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's UDR position peaked at $95.1K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.