AssetMark Inc
UDR icon

AssetMark Inc’s UDR UDR Stock Holding History

AssetMark Inc’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 		$7.12K Sell
212
-110
-34% -$4.12K ﹤0.01% 2637
2026
Q2 		$12.9K Sell
322
-428
-57% -$15.8K ﹤0.01% 2362
2026
Q1 		$25.3K Sell
750
-3,544
-83% -$130K ﹤0.01% 1973
2025
Q4 		$158K Buy
4,294
+2,113
+97% +$75.1K ﹤0.01% 1361
2025
Q3 		$81.3K Buy
2,181
+669
+44% +$26.1K ﹤0.01% 1492
2025
Q2 		$61.7K Buy
1,512
+1,004
+198% +$41.6K ﹤0.01% 1495
2025
Q1 		$22.9K Buy
508
+3
+0.6% +$128 ﹤0.01% 1673
2024
Q4 		$21.9K Buy
+505
New +$22.3K ﹤0.01% 1629
2024
Q1 		– Sell
-29
Closed -$1.11K – 2123
2023
Q4 		$1.11K Buy
+29
New +$1.01K ﹤0.01% 1621
2022
Q2 		– Sell
-16
Closed -$1K – 1670
2022
Q1 		$1K Sell
16
-198
-93% -$11.2K ﹤0.01% 1519
2021
Q4 		$13K Buy
+214
New +$12K ﹤0.01% 1125
2021
Q3 		– Sell
-63
Closed -$3K – 1524
2021
Q2 		$3K Buy
63
+8
+15% +$376 ﹤0.01% 1174
2021
Q1 		$2K Sell
55
-67
-55% -$2.77K ﹤0.01% 1203
2020
Q4 		$5K Sell
122
-2,241
-95% -$81.8K ﹤0.01% 1037
2020
Q3 		$77K Buy
2,363
+94
+4% +$3.3K ﹤0.01% 623
2020
Q2 		$85K Buy
2,269
+165
+8% +$6.16K ﹤0.01% 593
2020
Q1 		$77K Sell
2,104
-4,875
-70% -$221K ﹤0.01% 615
2019
Q4 		$326K Buy
6,979
+2,484
+55% +$119K ﹤0.01% 461
2019
Q3 		$218K Buy
4,495
+546
+14% +$25.7K ﹤0.01% 485
2019
Q2 		$177K Buy
3,949
+3,929
+19,645% +$177K ﹤0.01% 490
2019
Q1 		$1K Buy
20
+8
+67% +$347 ﹤0.01% 1287
2018
Q4 		$0 Sell
12
-4
-25% -$162 ﹤0.01% 1540
2018
Q3 		$1K Buy
+16
New +$623 ﹤0.01% 1367
2018
Q1 		– Sell
-793
Closed -$31K – 1992
2017
Q4 		$31K Buy
793
+771
+3,505% +$30K ﹤0.01% 916
2017
Q3 		$1K Buy
+22
New +$853 ﹤0.01% 1409

Other funds holding UDR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Investure LLC
Investure LLC Charlottesville, Virginia $1.83B AUM 14.32% 1-Year Est. Return

AssetMark Inc's UDR Position: Q3 2026 in Review

AssetMark Inc reduced its UDR (UDR) stake by 34% in Q3 2026, selling an estimated $4.12K and leaving 212 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

AssetMark Inc first reported a position in UDR in Q3 2017 and has held it in 25 quarters since. The position peaked at $326K in Q4 2019. 276 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • AssetMark Inc held 212 shares of UDR worth $7.12K as of Q3 2026.
  • AssetMark Inc sold 110 UDR shares in Q3 2026, an estimated $4.12K.
  • UDR made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2637 holding.
  • AssetMark Inc first reported a position in UDR in Q3 2017 and has held it in 25 quarters since.
  • AssetMark Inc's UDR position peaked at $326K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.