Advocate Group
UDR icon

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
Q3 		$4.95M Buy
147,616
+27,138
+23% +$1.02M 0.77% 53
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Advocate Group's UDR Position: Q3 2026 in Review

Advocate Group increased its UDR (UDR) stake by 23% in Q3 2026, buying an estimated $1.02M and bringing the position to 147,616 shares worth $4.95M. The position accounts for 0.77% of the portfolio, ranked #53.

Advocate Group first reported a position in UDR in Q1 2026 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Advocate Group held 147,616 shares of UDR worth $4.95M as of Q3 2026.
  • Advocate Group bought 27,138 UDR shares in Q3 2026, an estimated $1.02M.
  • UDR made up 0.77% of Advocate Group's portfolio in Q3 2026, its #53 holding.
  • Advocate Group first reported a position in UDR in Q1 2026 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.