Charles Schwab’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $207M | Buy |
5,182,649
+172,819
| +3% | +$6.39M | 0.03% | 448 |
|
|
2026
Q1 | $169M | Buy |
5,009,830
+68,194
| +1% | +$2.5M | 0.03% | 483 |
|
|
2025
Q4 | $181M | Buy |
4,941,636
+228,169
| +5% | +$8.11M | 0.03% | 435 |
|
|
2025
Q3 | $176M | Buy |
4,713,467
+44,992
| +1% | +$1.75M | 0.03% | 445 |
|
|
2025
Q2 | $191M | Buy |
4,668,475
+232,267
| +5% | +$9.62M | 0.03% | 409 |
|
|
2025
Q1 | $200M | Buy |
4,436,208
+69,154
| +2% | +$2.96M | 0.04% | 380 |
|
|
2024
Q4 | $190M | Buy |
4,367,054
+95,022
| +2% | +$4.2M | 0.03% | 403 |
|
|
2024
Q3 | $194M | Buy |
4,272,032
+117,213
| +3% | +$5.02M | 0.04% | 385 |
|
|
2024
Q2 | $171M | Sell |
4,154,819
-2,519
| -0.1% | -$97.1K | 0.03% | 428 |
|
|
2024
Q1 | $156M | Buy |
4,157,338
+29,108
| +0.7% | +$1.07M | 0.04% | 426 |
|
|
2023
Q4 | $158M | Buy |
4,128,230
+81,981
| +2% | +$2.85M | 0.04% | 387 |
|
|
2023
Q3 | $144M | Buy |
4,046,249
+41,465
| +1% | +$1.65M | 0.04% | 375 |
|
|
2023
Q2 | $172M | Buy |
4,004,784
+31,421
| +0.8% | +$1.29M | 0.05% | 337 |
|
|
2023
Q1 | $163M | Buy |
3,973,363
+145,907
| +4% | +$6.03M | 0.05% | 339 |
|
|
2022
Q4 | $148M | Buy |
3,827,456
+149,737
| +4% | +$5.92M | 0.05% | 344 |
|
|
2022
Q3 | $153M | Buy |
3,677,719
+132,744
| +4% | +$6.09M | 0.05% | 320 |
|
|
2022
Q2 | $163M | Sell |
3,544,975
-9,564
| -0.3% | -$482K | 0.06% | 306 |
|
|
2022
Q1 | $204M | Buy |
3,554,539
+195,571
| +6% | +$11.1M | 0.06% | 290 |
|
|
2021
Q4 | $202M | Buy |
3,358,968
+201,336
| +6% | +$11.3M | 0.06% | 294 |
|
|
2021
Q3 | $167M | Sell |
3,157,632
-91,739
| -3% | -$4.9M | 0.05% | 322 |
|
|
2021
Q2 | $159M | Buy |
3,249,371
+49,681
| +2% | +$2.34M | 0.05% | 329 |
|
|
2021
Q1 | $140M | Buy |
3,199,690
+111,204
| +4% | +$4.6M | 0.05% | 335 |
|
|
2020
Q4 | $119M | Buy |
3,088,486
+11,091
| +0.4% | +$405K | 0.05% | 352 |
|
|
2020
Q3 | $100M | Buy |
3,077,395
+548,021
| +22% | +$19.2M | 0.05% | 358 |
|
|
2020
Q2 | $94.5M | Sell |
2,529,374
-1,516,091
| -37% | -$56.6M | 0.05% | 368 |
|
|
2020
Q1 | $148M | Buy |
4,045,465
+284,665
| +8% | +$12.9M | 0.09% | 227 |
|
|
2019
Q4 | $176M | Buy |
3,760,800
+102,848
| +3% | +$4.94M | 0.09% | 207 |
|
|
2019
Q3 | $177M | Sell |
3,657,952
-340,975
| -9% | -$16.1M | 0.1% | 189 |
|
|
2019
Q2 | $180M | Buy |
3,998,927
+213,038
| +6% | +$9.59M | 0.11% | 175 |
|
|
2019
Q1 | $172M | Buy |
3,785,889
+180,936
| +5% | +$7.85M | 0.11% | 173 |
|
|
2018
Q4 | $143M | Buy |
3,604,953
+135,454
| +4% | +$5.47M | 0.11% | 175 |
|
|
2018
Q3 | $140M | Buy |
3,469,499
+81,247
| +2% | +$3.16M | 0.09% | 192 |
|
|
2018
Q2 | $127M | Sell |
3,388,252
-94,401
| -3% | -$3.41M | 0.09% | 200 |
|
|
2018
Q1 | $124M | Buy |
3,482,653
+173,663
| +5% | +$6.12M | 0.1% | 199 |
|
|
2017
Q4 | $127M | Buy |
3,308,990
+160,335
| +5% | +$6.23M | 0.1% | 185 |
|
|
2017
Q3 | $120M | Buy |
3,148,655
+380,207
| +14% | +$14.7M | 0.1% | 182 |
|
|
2017
Q2 | $108M | Buy |
2,768,448
+266,808
| +11% | +$10.2M | 0.1% | 194 |
|
|
2017
Q1 | $90.7M | Buy |
2,501,640
+102,317
| +4% | +$3.66M | 0.09% | 210 |
|
|
2016
Q4 | $87.5M | Buy |
2,399,323
+104,929
| +5% | +$3.6M | 0.1% | 203 |
|
|
2016
Q3 | $82.6M | Buy |
2,294,394
+187,589
| +9% | +$6.84M | 0.1% | 205 |
|
|
2016
Q2 | $77.8M | Buy |
2,106,805
+117,632
| +6% | +$4.21M | 0.1% | 211 |
|
|
2016
Q1 | $76.6M | Buy |
1,989,173
+376,860
| +23% | +$13.5M | 0.1% | 189 |
|
|
2015
Q4 | $60.6M | Buy |
1,612,313
+44,855
| +3% | +$1.61M | 0.08% | 240 |
|
|
2015
Q3 | $54M | Buy |
1,567,458
+55,702
| +4% | +$1.86M | 0.08% | 248 |
|
|
2015
Q2 | $48.4M | Buy |
1,511,756
+169,627
| +13% | +$5.57M | 0.07% | 279 |
|
|
2015
Q1 | $45.7M | Buy |
1,342,129
+102,492
| +8% | +$3.37M | 0.06% | 299 |
|
|
2014
Q4 | $38.2M | Buy |
1,239,637
+58,026
| +5% | +$1.74M | 0.06% | 322 |
|
|
2014
Q3 | $32.2M | Buy |
1,181,611
+88,024
| +8% | +$2.55M | 0.05% | 345 |
|
|
2014
Q2 | $31.3M | Buy |
1,093,587
+81,640
| +8% | +$2.2M | 0.05% | 347 |
|
|
2014
Q1 | $26.1M | Buy |
1,011,947
+169,746
| +20% | +$4.25M | 0.05% | 386 |
|
|
2013
Q4 | $19.7M | Buy |
842,201
+60,606
| +8% | +$1.45M | 0.04% | 435 |
|
|
2013
Q3 | $18.8M | Buy |
781,595
+75,322
| +11% | +$1.83M | 0.04% | 422 |
|
|
2013
Q2 | $18.1M | Buy |
+706,273
| New | +$17.5M | 0.04% | 405 |
|
Other funds holding UDR
CIM
Charles Schwab's UDR Position: Q2 2026 in Review
Charles Schwab increased its UDR (UDR) stake by 3.4% in Q2 2026, buying an estimated $6.39M and bringing the position to 5,182,649 shares worth $207M. The position accounts for 0.03% of the portfolio, ranked #448.
Charles Schwab first reported a position in UDR in Q2 2013 and has held it in 53 quarters since. 519 funds tracked by Wall St. Rank hold UDR as of Q2 2026.
- Charles Schwab held 5,182,649 shares of UDR worth $207M as of Q2 2026.
- Charles Schwab bought 172,819 UDR shares in Q2 2026, an estimated $6.39M.
- UDR made up 0.03% of Charles Schwab's portfolio in Q2 2026, its #448 holding.
- Charles Schwab first reported a position in UDR in Q2 2013 and has held it in 53 quarters since.
- 519 funds tracked by Wall St. Rank held UDR as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.