Cerity Partners
UDR icon

Cerity Partners’s UDR UDR Stock Holding History

Cerity Partners’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 		$7.28M Buy
182,486
+39,834
+28% +$1.47M 0.01% 921
2026
Q1 		$4.82M Buy
142,652
+43,159
+43% +$1.58M 0.01% 1031
2025
Q4 		$3.65M Sell
99,493
-6,737
-6% -$240K 0.01% 1069
2025
Q3 		$3.96M Sell
106,230
-14,720
-12% -$574K 0.01% 968
2025
Q2 		$4.94M Sell
120,950
-2,389
-2% -$98.9K 0.01% 808
2025
Q1 		$5.57M Sell
123,339
-717
-0.6% -$30.7K 0.01% 696
2024
Q4 		$5.4M Sell
124,056
-4,656
-4% -$206K 0.01% 681
2024
Q3 		$5.84M Buy
128,712
+798
+0.6% +$34.2K 0.01% 646
2024
Q2 		$5.26M Buy
127,914
+10,473
+9% +$404K 0.01% 592
2024
Q1 		$4.39M Buy
117,441
+14,836
+14% +$546K 0.01% 675
2023
Q4 		$3.93M Buy
102,605
+313
+0.3% +$10.9K 0.01% 595
2023
Q3 		$3.65M Sell
102,292
-6,190
-6% -$247K 0.02% 474
2023
Q2 		$4.66M Sell
108,482
-1,689
-2% -$69.5K 0.02% 513
2023
Q1 		$5.37M Sell
110,171
-1,008
-0.9% -$41.6K 0.01% 480
2022
Q4 		$4.31M Buy
111,179
+34,416
+45% +$1.36M 0.03% 389
2022
Q3 		$3.2M Sell
76,763
-33,589
-30% -$1.54M 0.04% 306
2022
Q2 		$5.08M Buy
+110,352
New +$5.57M 0.06% 249

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

Cerity Partners's UDR Position: Q2 2026 in Review

Cerity Partners increased its UDR (UDR) stake by 28% in Q2 2026, buying an estimated $1.47M and bringing the position to 182,486 shares worth $7.28M. The position accounts for 0.01% of the portfolio, ranked #921.

Cerity Partners first reported a position in UDR in Q2 2022 and has held it in 17 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Cerity Partners held 182,486 shares of UDR worth $7.28M as of Q2 2026.
  • Cerity Partners bought 39,834 UDR shares in Q2 2026, an estimated $1.47M.
  • UDR made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #921 holding.
  • Cerity Partners first reported a position in UDR in Q2 2022 and has held it in 17 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.