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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
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

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

Blue Trust Inc's UDR Position: Q2 2026 in Review

Blue Trust Inc reduced its UDR (UDR) stake by 66% in Q2 2026, selling an estimated $1.59K and leaving 22 shares worth $878. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Blue Trust Inc first reported a position in UDR in Q2 2022 and has held it in 17 quarters since. The position peaked at $141K in Q3 2024. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Blue Trust Inc held 22 shares of UDR worth $878 as of Q2 2026.
  • Blue Trust Inc sold 43 UDR shares in Q2 2026, an estimated $1.59K.
  • UDR made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2307 holding.
  • Blue Trust Inc first reported a position in UDR in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's UDR position peaked at $141K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.