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Boothbay Fund Management’s UDR UDR Stock Holding History

Boothbay Fund Management’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
-186,743
Closed -$6.31M – 2649
2026
Q1 		$6.31M Sell
186,743
-9,370
-5% -$344K 0.08% 250
2025
Q4 		$7.19M Buy
196,113
+180,335
+1,143% +$6.41M 0.11% 203
2025
Q3 		$588K Buy
+15,778
New +$615K 0.01% 1064
2025
Q2 		– Sell
-154,621
Closed -$6.98M – 1778
2025
Q1 		$6.98M Buy
154,621
+148,644
+2,487% +$6.36M 0.18% 145
2024
Q4 		$259K Sell
5,977
-6,884
-54% -$304K 0.01% 1121
2024
Q3 		$583K Sell
12,861
-9,690
-43% -$415K 0.01% 931
2024
Q2 		$928K Sell
22,551
-25,322
-53% -$976K 0.02% 746
2024
Q1 		$1.79M Buy
+47,873
New +$1.76M 0.03% 547
2023
Q4 		– Sell
-13,659
Closed -$487K – 2010
2023
Q3 		$487K Buy
+13,659
New +$544K 0.01% 1042
2023
Q1 		– Sell
-7,320
Closed -$284K – 2506
2022
Q4 		$284K Buy
7,320
+1,713
+31% +$67.7K 0.01% 1416
2022
Q3 		$234K Buy
+5,607
New +$257K 0.01% 1701
2022
Q2 		– Sell
-11,396
Closed -$654K – 2681
2022
Q1 		$654K Buy
+11,396
New +$647K 0.02% 1155
2021
Q2 		– Sell
-5,272
Closed -$231K – 2127
2021
Q1 		$231K Sell
5,272
-43,122
-89% -$1.78M 0.01% 1304
2020
Q4 		$1.86M Buy
48,394
+11,720
+32% +$428K 0.07% 287
2020
Q3 		$1.2M Sell
36,674
-14,970
-29% -$526K 0.07% 376
2020
Q2 		$1.93M Buy
+51,644
New +$1.93M 0.13% 206
2019
Q3 		– Sell
-4,687
Closed -$210K – 911
2019
Q2 		$210K Sell
4,687
-1,158
-20% -$52.1K 0.02% 606
2019
Q1 		$266K Buy
+5,845
New +$254K 0.03% 536

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 $3.38T AUM 44.17% 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

Boothbay Fund Management's UDR Position: Q2 2026 in Review

Boothbay Fund Management sold out of UDR (UDR) in Q2 2026, closing a stake of 186,743 shares — an estimated $6.31M sold.

Boothbay Fund Management first reported a position in UDR in Q1 2019 and held it in 18 quarters. The position peaked at $7.19M in Q4 2025. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Boothbay Fund Management reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
  • Boothbay Fund Management sold 186,743 UDR shares in Q2 2026, an estimated $6.31M.
  • Boothbay Fund Management first reported a position in UDR in Q1 2019 and held it in 18 quarters.
  • Boothbay Fund Management's UDR position peaked at $7.19M in Q4 2025.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.