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Algert Global’s UDR UDR Stock Holding History

Algert Global’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 		$10.9M Buy
+272,880
New +$10.1M 0.13% 238
2025
Q3 		– Sell
-6,018
Closed -$246K – 1346
2025
Q2 		$246K Sell
6,018
-112
-2% -$4.64K 0.01% 1069
2025
Q1 		$277K Sell
6,130
-5,870
-49% -$251K 0.01% 1027
2024
Q4 		$521K Buy
12,000
+2,250
+23% +$99.5K 0.01% 900
2024
Q3 		$442K Buy
+9,750
New +$418K 0.01% 924

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

Algert Global's UDR Position: Q2 2026 in Review

Algert Global opened a new position in UDR (UDR) in Q2 2026: 272,880 shares worth $10.9M. The stake represents 0.13% of the portfolio and ranks #238 among its holdings. This is a return to the name: Algert Global previously reported a position in UDR as recently as Q2 2025.

Algert Global first reported a position in UDR in Q3 2024 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Algert Global held 272,880 shares of UDR worth $10.9M as of Q2 2026.
  • UDR was a new Algert Global position in Q2 2026.
  • UDR made up 0.13% of Algert Global's portfolio in Q2 2026, its #238 holding.
  • Algert Global first reported a position in UDR in Q3 2024 and has held it in 5 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.