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Bleakley Financial Group’s UDR UDR Stock Holding History

Bleakley Financial Group’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 		$1.69M Buy
42,428
+2,693
+7% +$99.6K 0.02% 515
2026
Q1 		$1.34M Sell
39,735
-6,770
-15% -$249K 0.02% 464
2025
Q4 		$1.71M Buy
46,505
+228
+0.5% +$8.11K 0.03% 380
2025
Q3 		$1.72M Sell
46,277
-671
-1% -$26.2K 0.04% 319
2025
Q2 		$1.92M Buy
46,948
+355
+0.8% +$14.7K 0.05% 276
2025
Q1 		$2.1M Sell
46,593
-4,735
-9% -$203K 0.07% 233
2024
Q4 		$2.23M Buy
51,328
+58
+0.1% +$2.56K 0.07% 236
2024
Q3 		$2.32M Sell
51,270
-625
-1% -$26.8K 0.07% 228
2024
Q2 		$2.14M Buy
+51,895
New +$2M 0.06% 271
2023
Q4 		– Sell
-5,650
Closed -$202K – 976
2023
Q3 		$202K Sell
5,650
-800
-12% -$31.9K 0.01% 804
2023
Q2 		$277K Buy
6,450
+106
+2% +$4.36K 0.01% 746
2023
Q1 		$260K Buy
6,344
+70
+1% +$2.89K 0.01% 744
2022
Q4 		$243K Buy
+6,274
New +$248K 0.01% 757

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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

Bleakley Financial Group's UDR Position: Q2 2026 in Review

Bleakley Financial Group increased its UDR (UDR) stake by 6.8% in Q2 2026, buying an estimated $99.6K and bringing the position to 42,428 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #515.

Bleakley Financial Group first reported a position in UDR in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.32M in Q3 2024. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Bleakley Financial Group held 42,428 shares of UDR worth $1.69M as of Q2 2026.
  • Bleakley Financial Group bought 2,693 UDR shares in Q2 2026, an estimated $99.6K.
  • UDR made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #515 holding.
  • Bleakley Financial Group first reported a position in UDR in Q4 2022 and has held it in 13 quarters since.
  • Bleakley Financial Group's UDR position peaked at $2.32M in Q3 2024.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.