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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CX Institutional's UDR Position: Q2 2026 in Review

CX Institutional increased its UDR (UDR) stake by 47% in Q2 2026, buying an estimated $46.7K and bringing the position to 3,978 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

CX Institutional first reported a position in UDR in Q1 2019 and has held it in 18 quarters since. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • CX Institutional held 3,978 shares of UDR worth $159K as of Q2 2026.
  • CX Institutional bought 1,263 UDR shares in Q2 2026, an estimated $46.7K.
  • UDR made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #783 holding.
  • CX Institutional first reported a position in UDR in Q1 2019 and has held it in 18 quarters since.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.