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Davenport & Co’s UDR UDR Stock Holding History

Davenport & Co’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 		$874K Sell
21,897
-284
-1% -$10.5K ﹤0.01% 820
2026
Q1 		$749K Sell
22,181
-182
-0.8% -$6.68K ﹤0.01% 795
2025
Q4 		$820K Sell
22,363
-878
-4% -$31.2K ﹤0.01% 763
2025
Q3 		$866K Sell
23,241
-481
-2% -$18.8K ﹤0.01% 751
2025
Q2 		$969K Sell
23,722
-4,112
-15% -$170K 0.01% 694
2025
Q1 		$1.26M Sell
27,834
-3,331
-11% -$143K 0.01% 603
2024
Q4 		$1.35M Buy
31,165
+14
+0% +$619 0.01% 572
2024
Q3 		$1.41M Sell
31,151
-2,736
-8% -$117K 0.01% 557
2024
Q2 		$1.39M Buy
33,887
+2,773
+9% +$107K 0.01% 547
2024
Q1 		$1.16M Buy
31,114
+1,231
+4% +$45.3K 0.01% 581
2023
Q4 		$1.14M Sell
29,883
-988
-3% -$34.4K 0.01% 546
2023
Q3 		$1.1M Sell
30,871
-1,823
-6% -$72.7K 0.01% 522
2023
Q2 		$1.4M Sell
32,694
-7,313
-18% -$301K 0.01% 459
2023
Q1 		$1.64M Sell
40,007
-301
-0.7% -$12.4K 0.01% 414
2022
Q4 		$1.56M Sell
40,308
-3,482
-8% -$138K 0.01% 412
2022
Q3 		$1.83M Buy
43,790
+2,283
+6% +$105K 0.02% 372
2022
Q2 		$1.91M Buy
41,507
+2,250
+6% +$113K 0.02% 369
2022
Q1 		$2.25M Sell
39,257
-1,100
-3% -$62.4K 0.02% 381
2021
Q4 		$2.42M Sell
40,357
-1,900
-4% -$107K 0.02% 374
2021
Q3 		$2.24M Buy
42,257
+148
+0.4% +$7.91K 0.02% 369
2021
Q2 		$2.06M Sell
42,109
-773
-2% -$36.4K 0.02% 329
2021
Q1 		$1.88M Sell
42,882
-3,588
-8% -$148K 0.02% 290
2020
Q4 		$1.79M Buy
46,470
+3,436
+8% +$125K 0.02% 288
2020
Q3 		$1.4M Buy
43,034
+2,039
+5% +$71.6K 0.02% 288
2020
Q2 		$1.53M Buy
40,995
+1,730
+4% +$64.6K 0.02% 268
2020
Q1 		$1.44M Buy
39,265
+7,965
+25% +$361K 0.02% 246
2019
Q4 		$1.46M Sell
31,300
-35
-0.1% -$1.68K 0.02% 289
2019
Q3 		$1.41M Sell
31,335
-560
-2% -$26.4K 0.02% 282
2019
Q2 		$1.43M Buy
31,895
+3,050
+11% +$137K 0.02% 277
2019
Q1 		$1.31M Sell
28,845
-3,283
-10% -$143K 0.02% 273
2018
Q4 		$1.27M Sell
32,128
-1,214
-4% -$49.1K 0.02% 264
2018
Q3 		$1.35M Sell
33,342
-8,082
-20% -$315K 0.02% 281
2018
Q2 		$1.55M Sell
41,424
-2,027
-5% -$73.3K 0.02% 266
2018
Q1 		$1.55M Buy
43,451
+8,650
+25% +$305K 0.02% 261
2017
Q4 		$1.34M Sell
34,801
-1,747
-5% -$67.9K 0.02% 269
2017
Q3 		$1.39M Buy
36,548
+609
+2% +$23.6K 0.02% 263
2017
Q2 		$1.4M Sell
35,939
-3,262
-8% -$124K 0.02% 259
2017
Q1 		$1.43M Hold
39,201
– – 0.02% 247
2016
Q4 		$1.43M Sell
39,201
-14,266
-27% -$489K 0.02% 242
2016
Q3 		$1.92M Buy
53,467
+133
+0.2% +$4.85K 0.03% 205
2016
Q2 		$1.97M Buy
53,334
+400
+0.8% +$14.3K 0.03% 204
2016
Q1 		$2.04M Sell
52,934
-120
-0.2% -$4.29K 0.03% 202
2015
Q4 		$1.99M Sell
53,054
-5,621
-10% -$202K 0.03% 200
2015
Q3 		$2.02M Sell
58,675
-1,390
-2% -$46.4K 0.03% 198
2015
Q2 		$1.92M Sell
60,065
-1,888
-3% -$62K 0.03% 219
2015
Q1 		$2.11M Sell
61,953
-4,681
-7% -$154K 0.03% 217
2014
Q4 		$2.05M Buy
66,634
+32
+0% +$959 0.03% 213
2014
Q3 		$1.81M Sell
66,602
-1,716
-3% -$49.6K 0.03% 218
2014
Q2 		$1.96M Sell
68,318
-263,578
-79% -$7.1M 0.03% 207
2014
Q1 		$8.57M Sell
331,896
-1,212
-0.4% -$30.3K 0.16% 121
2013
Q4 		$7.78M Sell
333,108
-19,758
-6% -$473K 0.15% 117
2013
Q3 		$8.36M Hold
352,866
– – 0.17% 112
2013
Q2 		$8.99M Buy
+352,866
New +$8.75M 0.2% 106

Other funds holding UDR

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co's UDR Position: Q2 2026 in Review

Davenport & Co reduced its UDR (UDR) stake by 1.3% in Q2 2026, selling an estimated $10.5K and leaving 21,897 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Davenport & Co first reported a position in UDR in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.99M in Q2 2013. 60 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Davenport & Co held 21,897 shares of UDR worth $874K as of Q2 2026.
  • Davenport & Co sold 284 UDR shares in Q2 2026, an estimated $10.5K.
  • UDR made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #820 holding.
  • Davenport & Co first reported a position in UDR in Q2 2013 and has held it in 53 quarters since.
  • Davenport & Co's UDR position peaked at $8.99M in Q2 2013.
  • 60 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.