AG
UDR icon

AlTi Global’s UDR UDR Stock Holding History

AlTi 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 		$228K Buy
+5,715
New +$211K ﹤0.01% 471
2026
Q1 		– Sell
-5,685
Closed -$209K – 479
2025
Q4 		$209K Sell
5,685
-39
-0.7% -$1.39K ﹤0.01% 433
2025
Q3 		$213K Buy
5,724
+11
+0.2% +$429 0.01% 419
2025
Q2 		$233K Buy
5,713
+291
+5% +$12.1K 0.01% 389
2025
Q1 		$245K Sell
5,422
-37
-0.7% -$1.58K 0.01% 353
2024
Q4 		$237K Hold
5,459
– – 0.01% 377
2024
Q3 		$248K Sell
5,459
-327
-6% -$14K 0.01% 348
2024
Q2 		$238K Sell
5,786
-186
-3% -$7.17K 0.01% 348
2024
Q1 		$223K Buy
5,972
+381
+7% +$14K 0.01% 355
2023
Q4 		$214K Buy
+5,591
New +$194K 0.01% 335

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

AlTi Global's UDR Position: Q2 2026 in Review

AlTi Global opened a new position in UDR (UDR) in Q2 2026: 5,715 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: AlTi Global previously reported a position in UDR as recently as Q4 2025.

AlTi Global first reported a position in UDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $248K in Q3 2024. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • AlTi Global held 5,715 shares of UDR worth $228K as of Q2 2026.
  • UDR was a new AlTi Global position in Q2 2026.
  • UDR made up ﹤0.01% of AlTi Global's portfolio in Q2 2026, its #471 holding.
  • AlTi Global first reported a position in UDR in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's UDR position peaked at $248K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.