Advocate Group’s UDR UDR Stock Holding History

Advocate Group’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	$4.81M	Buy	120,478 +15,981	+15%	+$591K	0.72%	55
2026 Q1	$3.53M	Buy	+104,497	New	+$3.84M	0.55%	63

Other funds holding UDR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Advocate Group's UDR Position: Q2 2026 in Review

Advocate Group increased its UDR (UDR) stake by 15% in Q2 2026, buying an estimated $591K and bringing the position to 120,478 shares worth $4.81M. The position accounts for 0.72% of the portfolio, ranked #55.

Advocate Group first reported a position in UDR in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Advocate Group held 120,478 shares of UDR worth $4.81M as of Q2 2026.
Advocate Group bought 15,981 UDR shares in Q2 2026, an estimated $591K.
UDR made up 0.72% of Advocate Group's portfolio in Q2 2026, its #55 holding.
Advocate Group first reported a position in UDR in Q1 2026 and has held it in 2 quarters since.
163 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.