Covestor
UDR icon

Covestor’s UDR UDR Stock Holding History

Covestor’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 		$5K Sell
158
-492
-76% -$18.4K ﹤0.01% 1878
2026
Q2 		$26K Buy
650
+492
+311% +$18.2K 0.02% 1091
2026
Q1 		$5K Sell
158
-135
-46% -$4.96K ﹤0.01% 1837
2025
Q4 		$11K Buy
293
+6
+2% +$213 0.01% 1542
2025
Q3 		$11K Buy
287
+17
+6% +$663 0.01% 1571
2025
Q2 		$11K Sell
270
-7
-3% -$290 0.01% 1563
2025
Q1 		$13K Sell
277
-600
-68% -$25.7K 0.01% 1368
2024
Q4 		$38K Sell
877
-2,215
-72% -$97.9K 0.02% 961
2024
Q3 		$140K Sell
3,092
-11
-0.4% -$471 0.09% 346
2024
Q2 		$128K Sell
3,103
-233
-7% -$8.98K 0.08% 360
2024
Q1 		$125K Buy
3,336
+515
+18% +$18.9K 0.08% 383
2023
Q4 		$108K Buy
2,821
+1,330
+89% +$46.3K 0.07% 450
2023
Q3 		$53K Buy
1,491
+112
+8% +$4.46K 0.04% 753
2023
Q2 		$59K Sell
1,379
-707
-34% -$29.1K 0.04% 715
2023
Q1 		$86K Sell
2,086
-242
-10% -$10K 0.07% 462
2022
Q4 		$90K Buy
2,328
+2,016
+646% +$79.6K 0.07% 444
2022
Q3 		$13K Sell
312
-6
-2% -$275 0.01% 1165
2022
Q2 		$15K Buy
318
+6
+2% +$303 0.01% 1066
2022
Q1 		$18K Buy
312
+121
+63% +$6.87K 0.01% 1099
2021
Q4 		$11K Buy
+191
New +$10.7K 0.02% 1002

Other funds holding UDR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Covestor's UDR Position: Q3 2026 in Review

Covestor reduced its UDR (UDR) stake by 76% in Q3 2026, selling an estimated $18.4K and leaving 158 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Covestor first reported a position in UDR in Q4 2021 and has held it in 20 quarters since. The position peaked at $140K in Q3 2024. 445 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • Covestor held 158 shares of UDR worth $5K as of Q3 2026.
  • Covestor sold 492 UDR shares in Q3 2026, an estimated $18.4K.
  • UDR made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1878 holding.
  • Covestor first reported a position in UDR in Q4 2021 and has held it in 20 quarters since.
  • Covestor's UDR position peaked at $140K in Q3 2024.
  • 445 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.