CPA Asset Management’s UDR UDR Stock Holding History

CPA Asset 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	$202K	Sell	5,071 -5,071	-50%	-$188K	0.06%	94
2026 Q1	$343K	Hold	10,142	–	–	0.11%	72
2025 Q4	$372K	Sell	10,142 -5,916	-37%	-$210K	0.13%	68
2025 Q3	$598K	Sell	16,058 -7,642	-32%	-$298K	0.23%	59
2025 Q2	$968K	Sell	23,700 -4,262	-15%	-$176K	0.41%	39
2025 Q1	$1.26M	Sell	27,962 -6,690	-19%	-$286K	0.56%	28
2024 Q4	$1.5M	Sell	34,652 -3,380	-9%	-$149K	0.7%	25
2024 Q3	$1.72M	Hold	38,032	–	–	0.83%	26
2024 Q2	$1.57M	Sell	38,032 -5,071	-12%	-$195K	0.84%	26
2024 Q1	$1.61M	Sell	43,103 -6,762	-14%	-$249K	0.9%	23
2023 Q4	$1.91M	Hold	49,865	–	–	1.16%	20
2023 Q3	$1.78M	Hold	49,865	–	–	1.25%	20
2023 Q2	$2.14M	Hold	49,865	–	–	1.54%	15
2023 Q1	$2.05M	Hold	49,865	–	–	1.53%	16
2022 Q4	$1.93M	Buy	+49,865	New	+$1.97M	1.48%	18

Other funds holding UDR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CPA Asset Management's UDR Position: Q2 2026 in Review

CPA Asset Management reduced its UDR (UDR) stake by 50% in Q2 2026, selling an estimated $188K and leaving 5,071 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #94.

CPA Asset Management first reported a position in UDR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.14M in Q2 2023. 163 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

CPA Asset Management held 5,071 shares of UDR worth $202K as of Q2 2026.
CPA Asset Management sold 5,071 UDR shares in Q2 2026, an estimated $188K.
UDR made up 0.06% of CPA Asset Management's portfolio in Q2 2026, its #94 holding.
CPA Asset Management first reported a position in UDR in Q4 2022 and has held it in 15 quarters since.
CPA Asset Management's UDR position peaked at $2.14M in Q2 2023.
163 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.