Blue Trust Inc
UDR icon

Blue Trust Inc’s UDR UDR Stock Holding History

Blue Trust Inc’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
Q3 		$738 Hold
22
– – ﹤0.01% 2223
2026
Q2 		$878 Sell
22
-43
-66% -$1.59K ﹤0.01% 2307
2026
Q1 		$2.2K Sell
65
-17
-21% -$624 ﹤0.01% 2121
2025
Q4 		$3.01K Sell
82
-11
-12% -$391 ﹤0.01% 2083
2025
Q3 		$3.46K Sell
93
-25
-21% -$975 ﹤0.01% 2061
2025
Q2 		$4.82K Sell
118
-847
-88% -$35.1K ﹤0.01% 2007
2025
Q1 		$43.6K Buy
965
+902
+1,432% +$38.6K ﹤0.01% 1431
2024
Q4 		$2.73K Sell
63
-3,359
-98% -$149K ﹤0.01% 2178
2024
Q3 		$141K Buy
3,422
+2,382
+229% +$102K ﹤0.01% 1040
2024
Q2 		$38.9K Buy
1,040
+947
+1,018% +$36.5K ﹤0.01% 1365
2024
Q1 		$3.48K Sell
93
-410
-82% -$15.1K ﹤0.01% 1706
2023
Q4 		$18K Buy
503
+310
+161% +$10.8K ﹤0.01% 1349
2023
Q3 		$8K Sell
193
-19
-9% -$757 ﹤0.01% 1496
2023
Q2 		$9K Sell
212
-72
-25% -$2.96K ﹤0.01% 1356
2023
Q1 		$11K Sell
284
-109
-28% -$4.5K ﹤0.01% 1582
2022
Q4 		$17K Buy
393
+256
+187% +$10.1K ﹤0.01% 1358
2022
Q3 		$6K Buy
137
+6
+5% +$275 ﹤0.01% 1532
2022
Q2 		$7K Buy
+131
New +$6.61K ﹤0.01% 1348

Other funds holding UDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Blue Trust Inc's UDR Position: Q3 2026 in Review

Blue Trust Inc held its UDR (UDR) position steady in Q3 2026 at 22 shares worth $738. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Blue Trust Inc first reported a position in UDR in Q2 2022 and has held it in 18 quarters since. The position peaked at $141K in Q3 2024. 306 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Blue Trust Inc held 22 shares of UDR worth $738 as of Q3 2026.
  • Blue Trust Inc left its UDR share count unchanged in Q3 2026.
  • UDR made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2223 holding.
  • Blue Trust Inc first reported a position in UDR in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's UDR position peaked at $141K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.