Atria Investments’s UDR UDR Stock Holding History

Atria Investments’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	$681K	Sell	17,062 -1,083	-6%	-$40.1K	0.01%	1345
2026 Q1	$613K	Buy	18,145 +1,968	+12%	+$72.3K	0.01%	1333
2025 Q4	$593K	Sell	16,177 -1,552	-9%	-$55.2K	0.01%	1335
2025 Q3	$661K	Sell	17,729 -3,621	-17%	-$141K	0.01%	1269
2025 Q2	$872K	Sell	21,350 -1,453	-6%	-$60.2K	0.01%	1113
2025 Q1	$1.03M	Buy	22,803 +965	+4%	+$41.3K	0.01%	979
2024 Q4	$948K	Sell	21,838 -3,854	-15%	-$170K	0.01%	1010
2024 Q3	$1.16M	Sell	25,692 -2,611	-9%	-$112K	0.01%	895
2024 Q2	$1.16M	Sell	28,303 -931	-3%	-$35.9K	0.02%	865
2024 Q1	$1.09M	Sell	29,234 -1,461	-5%	-$53.7K	0.02%	916
2023 Q4	$1.18M	Sell	30,695 -4,877	-14%	-$170K	0.02%	827
2023 Q3	$1.27M	Sell	35,572 -1,557	-4%	-$62.1K	0.02%	746
2023 Q2	$1.6M	Sell	37,129 -997	-3%	-$41K	0.03%	641
2023 Q1	$1.57M	Buy	+38,126	New	+$1.58M	0.03%	629
2022 Q4	–	Sell	-28,670	Closed	-$1.2M	–	807
2022 Q3	$1.2M	Buy	+28,670	New	+$1.32M	0.03%	659

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Atria Investments's UDR Position: Q2 2026 in Review

Atria Investments reduced its UDR (UDR) stake by 6% in Q2 2026, selling an estimated $40.1K and leaving 17,062 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #1345.

Atria Investments first reported a position in UDR in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.6M in Q2 2023. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Atria Investments held 17,062 shares of UDR worth $681K as of Q2 2026.
Atria Investments sold 1,083 UDR shares in Q2 2026, an estimated $40.1K.
UDR made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1345 holding.
Atria Investments first reported a position in UDR in Q3 2022 and has held it in 15 quarters since.
Atria Investments's UDR position peaked at $1.6M in Q2 2023.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.