B. Metzler seel. Sohn & Co’s UDR UDR Stock Holding History

B. Metzler seel. Sohn & Co’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 Q1	$243K	Sell	7,179 -770	-10%	-$28.3K	﹤0.01%	703
2025 Q4	$292K	Hold	7,949	–	–	﹤0.01%	697
2025 Q3	$296K	Hold	7,949	–	–	﹤0.01%	699
2025 Q2	$325K	Hold	7,949	–	–	﹤0.01%	686
2025 Q1	$359K	Hold	7,949	–	–	﹤0.01%	670
2024 Q4	$345K	Hold	7,949	–	–	﹤0.01%	686
2024 Q3	$360K	Hold	7,949	–	–	﹤0.01%	685
2024 Q2	$327K	Buy	7,949 +224	+3%	+$8.63K	﹤0.01%	685
2024 Q1	$289K	Sell	7,725 -8,550	-53%	-$315K	﹤0.01%	698
2023 Q4	$623K	Hold	16,275	–	–	0.01%	584
2023 Q3	$581K	Hold	16,275	–	–	0.01%	561
2023 Q2	$699K	Buy	16,275 +8,550	+111%	+$352K	0.01%	540
2023 Q1	$317K	Hold	7,725	–	–	﹤0.01%	621
2022 Q4	$299K	Buy	7,725 +1,611	+26%	+$63.6K	0.01%	629
2022 Q3	$255K	Buy	6,114 +284	+5%	+$13K	﹤0.01%	658
2022 Q2	$268K	Hold	5,830	–	–	﹤0.01%	663
2022 Q1	$334K	Hold	5,830	–	–	﹤0.01%	671
2021 Q4	$349K	Buy	5,830 +1,603	+38%	+$90.2K	﹤0.01%	626
2021 Q3	$224K	Sell	4,227 -1,088	-20%	-$58.1K	﹤0.01%	674
2021 Q2	$260K	Sell	5,315 -4,300	-45%	-$202K	﹤0.01%	649
2021 Q1	$422K	Sell	9,615 -2,663	-22%	-$110K	0.01%	577
2020 Q4	$489K	Buy	+12,278	New	+$448K	0.01%	533

Other funds holding UDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

B. Metzler seel. Sohn & Co's UDR Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its UDR (UDR) stake by 9.7% in Q1 2026, selling an estimated $28.3K and leaving 7,179 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

B. Metzler seel. Sohn & Co first reported a position in UDR in Q4 2020 and has held it in 22 quarters since. The position peaked at $699K in Q2 2023. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

B. Metzler seel. Sohn & Co held 7,179 shares of UDR worth $243K as of Q1 2026.
B. Metzler seel. Sohn & Co sold 770 UDR shares in Q1 2026, an estimated $28.3K.
UDR made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #703 holding.
B. Metzler seel. Sohn & Co first reported a position in UDR in Q4 2020 and has held it in 22 quarters since.
B. Metzler seel. Sohn & Co's UDR position peaked at $699K in Q2 2023.
525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.