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CX Institutional’s UDR UDR Stock Holding History

CX Institutional’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 		$120K Sell
3,579
-399
-10% -$15K ﹤0.01% 840
2026
Q2 		$159K Buy
3,978
+1,263
+47% +$46.7K ﹤0.01% 783
2026
Q1 		$92K Sell
2,715
-1,158
-30% -$42.5K ﹤0.01% 870
2025
Q4 		$142K Buy
3,873
+1,880
+94% +$66.9K ﹤0.01% 787
2025
Q3 		$74K Sell
1,993
-1,080
-35% -$42.1K ﹤0.01% 877
2025
Q2 		$125K Sell
3,073
-149
-5% -$6.17K ﹤0.01% 730
2025
Q1 		$146K Buy
+3,222
New +$138K 0.01% 679
2022
Q3 		– Sell
-481
Closed -$22K – 1089
2022
Q2 		$22K Buy
+481
New +$24.3K ﹤0.01% 827
2021
Q4 		– Sell
-563
Closed -$30K – 858
2021
Q3 		$30K Sell
563
-3
-0.5% -$160 ﹤0.01% 671
2021
Q2 		$28K Buy
566
+106
+23% +$4.99K ﹤0.01% 678
2021
Q1 		$20K Buy
460
+146
+46% +$6.04K ﹤0.01% 670
2020
Q4 		$12K Buy
314
+166
+112% +$6.06K ﹤0.01% 707
2020
Q3 		$5K Buy
148
+75
+103% +$2.63K ﹤0.01% 755
2020
Q2 		$3K Buy
73
+58
+387% +$2.17K ﹤0.01% 730
2020
Q1 		$1K Sell
15
-67
-82% -$3.03K ﹤0.01% 759
2019
Q4 		$4K Hold
82
– – ﹤0.01% 600
2019
Q3 		$4K Buy
82
+6
+8% +$283 ﹤0.01% 639
2019
Q2 		$3K Buy
76
+11
+17% +$495 ﹤0.01% 720
2019
Q1 		$3K Buy
+65
New +$2.82K ﹤0.01% 652

Other funds holding UDR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CX Institutional's UDR Position: Q3 2026 in Review

CX Institutional reduced its UDR (UDR) stake by 10% in Q3 2026, selling an estimated $15K and leaving 3,579 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

CX Institutional first reported a position in UDR in Q1 2019 and has held it in 19 quarters since. The position peaked at $159K in Q2 2026. 17 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • CX Institutional held 3,579 shares of UDR worth $120K as of Q3 2026.
  • CX Institutional sold 399 UDR shares in Q3 2026, an estimated $15K.
  • UDR made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #840 holding.
  • CX Institutional first reported a position in UDR in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's UDR position peaked at $159K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.