Atlas Capital Advisors’s UDR UDR Stock Holding History

Atlas Capital Advisors’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	–	Sell	-2,622	Closed	-$88.6K	–	1100
2026 Q1	$88.6K	Hold	2,622	–	–	0.01%	556
2025 Q4	$96.2K	Buy	+2,622	New	+$93.3K	0.01%	539
2025 Q2	$107K	Hold	2,622	–	–	0.01%	523
2025 Q1	$118K	Hold	2,622	–	–	0.01%	517
2024 Q4	$114K	Buy	+2,622	New	+$116K	0.01%	496
2024 Q3	–	Sell	-2,622	Closed	-$108K	–	960
2024 Q2	$108K	Buy	+2,622	New	+$101K	0.01%	490
2024 Q1	–	Sell	-2,622	Closed	-$100K	–	962
2023 Q4	$100K	Hold	2,622	–	–	0.01%	503
2023 Q3	$93.5K	Hold	2,622	–	–	0.02%	465
2023 Q2	$113K	Hold	2,622	–	–	0.02%	454
2023 Q1	$108K	Hold	2,622	–	–	0.02%	452
2022 Q4	$102K	Hold	2,622	–	–	0.02%	448
2022 Q3	$109K	Hold	2,622	–	–	0.02%	433
2022 Q2	$121K	Hold	2,622	–	–	0.02%	436
2022 Q1	$150K	Hold	2,622	–	–	0.02%	407
2021 Q4	$157K	Hold	2,622	–	–	0.02%	394
2021 Q3	$139K	Hold	2,622	–	–	0.02%	398
2021 Q2	$128K	Hold	2,622	–	–	0.02%	421
2021 Q1	$115K	Hold	2,622	–	–	0.02%	402
2020 Q4	$101K	Buy	+2,622	New	+$95.6K	0.02%	394
2020 Q3	–	Sell	-2,622	Closed	-$98K	–	579
2020 Q2	$98K	Buy	+2,622	New	+$97.9K	0.02%	406

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Capital Advisors's UDR Position: Q2 2026 in Review

Atlas Capital Advisors sold out of UDR (UDR) in Q2 2026, closing a stake of 2,622 shares — an estimated $88.6K sold.

Atlas Capital Advisors first reported a position in UDR in Q2 2020 and held it in 20 quarters. The position peaked at $157K in Q4 2021. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Atlas Capital Advisors reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
Atlas Capital Advisors sold 2,622 UDR shares in Q2 2026, an estimated $88.6K.
Atlas Capital Advisors first reported a position in UDR in Q2 2020 and held it in 20 quarters.
Atlas Capital Advisors's UDR position peaked at $157K in Q4 2021.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.