Bank of Montreal’s UDR UDR Stock Holding History

Bank of Montreal’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	-2,000	Closed	-$67.6K	–	4056
2026 Q1	$67.6K	Buy	+2,000	New	+$73.4K	﹤0.01%	3224

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

Bank of Montreal's UDR Position: Q2 2026 in Review

Bank of Montreal reduced its UDR (UDR) stake by 4.3% in Q2 2026, selling an estimated $1.03M and leaving 623,411 shares worth $24.9M. The position accounts for 0.01% of the portfolio, ranked #829.

Bank of Montreal first reported a position in UDR in Q2 2013 and has held it in 53 quarters since. The position peaked at $58.6M in Q3 2018. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Bank of Montreal held 623,411 shares of UDR worth $24.9M as of Q2 2026.
Bank of Montreal sold 27,957 UDR shares in Q2 2026, an estimated $1.03M.
UDR made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #829 holding.
Bank of Montreal first reported a position in UDR in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's UDR position peaked at $58.6M in Q3 2018.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.