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D.J. St. Germain’s UDR UDR Stock Holding History

D.J. St. Germain’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 		$86.3K Hold
2,161
– – ﹤0.01% 404
2026
Q1 		$73K Hold
2,161
– – ﹤0.01% 409
2025
Q4 		$79.3K Hold
2,161
– – ﹤0.01% 430
2025
Q3 		$80.5K Hold
2,161
– – ﹤0.01% 416
2025
Q2 		$88.2K Hold
2,161
– – ﹤0.01% 397
2025
Q1 		$97.6K Hold
2,161
– – ﹤0.01% 333
2024
Q4 		$93.8K Buy
+2,161
New +$95.6K ﹤0.01% 353

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

D.J. St. Germain's UDR Position: Q2 2026 in Review

D.J. St. Germain held its UDR (UDR) position steady in Q2 2026 at 2,161 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

D.J. St. Germain first reported a position in UDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.6K in Q1 2025. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • D.J. St. Germain held 2,161 shares of UDR worth $86.3K as of Q2 2026.
  • D.J. St. Germain left its UDR share count unchanged in Q2 2026.
  • UDR made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #404 holding.
  • D.J. St. Germain first reported a position in UDR in Q4 2024 and has held it in 7 quarters since.
  • D.J. St. Germain's UDR position peaked at $97.6K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.