CVA Family Office’s UDR UDR Stock Holding History

CVA Family Office’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	$3.99K	Hold	100	–	–	﹤0.01%	1339
2026 Q1	$3.38K	Hold	100	–	–	﹤0.01%	1368
2025 Q4	$3.67K	Sell	100 -399	-80%	-$14.2K	﹤0.01%	922
2025 Q3	$18.6K	Sell	499 -162	-25%	-$6.32K	﹤0.01%	708
2025 Q2	$27K	Buy	661 +177	+37%	+$7.33K	﹤0.01%	639
2025 Q1	$21.9K	Buy	484 +11	+2%	+$471	﹤0.01%	665
2024 Q4	$20.5K	Hold	473	–	–	﹤0.01%	673
2024 Q3	$21.4K	Hold	473	–	–	﹤0.01%	644
2024 Q2	$19.5K	Buy	473 +13	+3%	+$501	﹤0.01%	640
2024 Q1	$17.2K	Sell	460 -20	-4%	-$736	﹤0.01%	667
2023 Q4	$18.4K	Buy	+480	New	+$16.7K	﹤0.01%	642
2023 Q3	–	Sell	-50	Closed	-$2.15K	–	898
2023 Q2	$2.15K	Buy	50 +25	+100%	+$1.03K	﹤0.01%	880
2023 Q1	$1.03K	Buy	+25	New	+$1.03K	﹤0.01%	901
2022 Q4	–	Sell	-850	Closed	-$35K	–	1010
2022 Q3	$35K	Buy	850 +355	+72%	+$16.3K	0.01%	438
2022 Q2	$23K	Buy	495 +20	+4%	+$1.01K	0.01%	515
2022 Q1	$27K	Hold	475	–	–	0.01%	509
2021 Q4	$28K	Buy	+475	New	+$26.7K	0.01%	471
2021 Q3	–	Sell	-475	Closed	-$23K	–	853
2021 Q2	$23K	Hold	475	–	–	0.01%	505
2021 Q1	$21K	Buy	+475	New	+$19.6K	0.01%	410

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CVA Family Office's UDR Position: Q2 2026 in Review

CVA Family Office held its UDR (UDR) position steady in Q2 2026 at 100 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

CVA Family Office first reported a position in UDR in Q1 2021 and has held it in 19 quarters since. The position peaked at $35K in Q3 2022. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

CVA Family Office held 100 shares of UDR worth $3.99K as of Q2 2026.
CVA Family Office left its UDR share count unchanged in Q2 2026.
UDR made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1339 holding.
CVA Family Office first reported a position in UDR in Q1 2021 and has held it in 19 quarters since.
CVA Family Office's UDR position peaked at $35K in Q3 2022.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.