Dimensional Fund Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $164M | Buy |
4,850,115
+145,623
| +3% | +$5.35M | 0.03% | 712 |
|
|
2025
Q4 | $173M | Buy |
4,704,492
+83,122
| +2% | +$2.96M | 0.04% | 663 |
|
|
2025
Q3 | $172M | Sell |
4,621,370
-17,825
| -0.4% | -$695K | 0.04% | 648 |
|
|
2025
Q2 | $189M | Sell |
4,639,195
-82,083
| -2% | -$3.4M | 0.04% | 535 |
|
|
2025
Q1 | $213M | Sell |
4,721,278
-35,754
| -0.8% | -$1.53M | 0.05% | 433 |
|
|
2024
Q4 | $207M | Buy |
4,757,032
+44,599
| +0.9% | +$1.97M | 0.05% | 469 |
|
|
2024
Q3 | $214M | Sell |
4,712,433
-19,996
| -0.4% | -$857K | 0.05% | 451 |
|
|
2024
Q2 | $195M | Buy |
4,732,429
+103,384
| +2% | +$3.98M | 0.05% | 462 |
|
|
2024
Q1 | $173M | Buy |
4,629,045
+54,259
| +1% | +$2M | 0.05% | 520 |
|
|
2023
Q4 | $175M | Sell |
4,574,786
-95,994
| -2% | -$3.34M | 0.05% | 486 |
|
|
2023
Q3 | $167M | Buy |
4,670,780
+15,035
| +0.3% | +$599K | 0.05% | 428 |
|
|
2023
Q2 | $200M | Sell |
4,655,745
-48,650
| -1% | -$2M | 0.06% | 338 |
|
|
2023
Q1 | $193M | Buy |
4,704,395
+170,856
| +4% | +$7.06M | 0.07% | 333 |
|
|
2022
Q4 | $176K | Sell |
4,533,539
-87,651
| -2% | -$3.46M | 0.05% | 393 |
|
|
2022
Q3 | $193M | Sell |
4,621,190
-182,435
| -4% | -$8.37M | 0.07% | 294 |
|
|
2022
Q2 | $221M | Sell |
4,803,625
-11,482
| -0.2% | -$579K | 0.08% | 258 |
|
|
2022
Q1 | $276M | Buy |
4,815,107
+90,948
| +2% | +$5.16M | 0.09% | 229 |
|
|
2021
Q4 | $283M | Buy |
4,724,159
+294
| +0% | +$16.5K | 0.09% | 221 |
|
|
2021
Q3 | $250M | Sell |
4,723,865
-45,272
| -0.9% | -$2.42M | 0.08% | 243 |
|
|
2021
Q2 | $234M | Sell |
4,769,137
-20,974
| -0.4% | -$987K | 0.07% | 276 |
|
|
2021
Q1 | $210M | Sell |
4,790,111
-53,102
| -1% | -$2.2M | 0.07% | 309 |
|
|
2020
Q4 | $186M | Buy |
4,843,213
+44,725
| +0.9% | +$1.63M | 0.07% | 309 |
|
|
2020
Q3 | $156M | Buy |
4,798,488
+339,800
| +8% | +$11.9M | 0.07% | 294 |
|
|
2020
Q2 | $167M | Buy |
4,458,688
+11,077
| +0.2% | +$414K | 0.07% | 251 |
|
|
2020
Q1 | $163M | Sell |
4,447,611
-19,151
| -0.4% | -$867K | 0.08% | 186 |
|
|
2019
Q4 | $209M | Buy |
4,466,762
+75,944
| +2% | +$3.65M | 0.08% | 231 |
|
|
2019
Q3 | $213M | Buy |
4,390,818
+123,378
| +3% | +$5.81M | 0.08% | 210 |
|
|
2019
Q2 | $192M | Buy |
4,267,440
+72,542
| +2% | +$3.27M | 0.07% | 240 |
|
|
2019
Q1 | $191M | Buy |
4,194,898
+132,761
| +3% | +$5.76M | 0.08% | 232 |
|
|
2018
Q4 | $161M | Sell |
4,062,137
-51,516
| -1% | -$2.08M | 0.07% | 248 |
|
|
2018
Q3 | $166M | Buy |
4,113,653
+6,551
| +0.2% | +$255K | 0.06% | 310 |
|
|
2018
Q2 | $154M | Buy |
4,107,102
+43,862
| +1% | +$1.59M | 0.06% | 354 |
|
|
2018
Q1 | $145M | Buy |
4,063,240
+116,693
| +3% | +$4.11M | 0.06% | 376 |
|
|
2017
Q4 | $152M | Buy |
3,946,547
+96,049
| +2% | +$3.73M | 0.06% | 348 |
|
|
2017
Q3 | $146M | Buy |
3,850,498
+84,096
| +2% | +$3.26M | 0.06% | 351 |
|
|
2017
Q2 | $147M | Buy |
3,766,402
+112,596
| +3% | +$4.29M | 0.07% | 310 |
|
|
2017
Q1 | $132M | Buy |
3,653,806
+62,984
| +2% | +$2.25M | 0.06% | 357 |
|
|
2016
Q4 | $131M | Buy |
3,590,822
+64,538
| +2% | +$2.21M | 0.07% | 340 |
|
|
2016
Q3 | $127M | Buy |
3,526,284
+41,702
| +1% | +$1.52M | 0.07% | 316 |
|
|
2016
Q2 | $129M | Buy |
3,484,582
+92,876
| +3% | +$3.33M | 0.07% | 272 |
|
|
2016
Q1 | $131M | Buy |
3,391,706
+127,122
| +4% | +$4.55M | 0.08% | 254 |
|
|
2015
Q4 | $123M | Buy |
3,264,584
+98,049
| +3% | +$3.52M | 0.08% | 260 |
|
|
2015
Q3 | $109M | Buy |
3,166,535
+27,404
| +0.9% | +$914K | 0.07% | 299 |
|
|
2015
Q2 | $101M | Buy |
3,139,131
+13,030
| +0.4% | +$428K | 0.06% | 369 |
|
|
2015
Q1 | $106M | Buy |
3,126,101
+29,578
| +1% | +$972K | 0.07% | 328 |
|
|
2014
Q4 | $95.4M | Buy |
3,096,523
+17,946
| +0.6% | +$538K | 0.06% | 344 |
|
|
2014
Q3 | $83.9M | Buy |
3,078,577
+57,031
| +2% | +$1.65M | 0.06% | 365 |
|
|
2014
Q2 | $86.5M | Buy |
3,021,546
+147,362
| +5% | +$3.97M | 0.06% | 373 |
|
|
2014
Q1 | $74.2M | Buy |
2,874,184
+60,194
| +2% | +$1.51M | 0.06% | 401 |
|
|
2013
Q4 | $65.7M | Buy |
2,813,990
+151,475
| +6% | +$3.63M | 0.05% | 447 |
|
|
2013
Q3 | $63.1M | Buy |
2,662,515
+144,706
| +6% | +$3.52M | 0.05% | 407 |
|
|
2013
Q2 | $64.2M | Buy |
+2,517,809
| New | +$62.4M | 0.06% | 363 |
|
Other funds holding UDR
VPM
VCM
CIM
Dimensional Fund Advisors's UDR Position: Q1 2026 in Review
Dimensional Fund Advisors increased its UDR (UDR) stake by 3.1% in Q1 2026, buying an estimated $5.35M and bringing the position to 4,850,115 shares worth $164M. The position accounts for 0.03% of the portfolio, ranked #712.
Dimensional Fund Advisors first reported a position in UDR in Q2 2013 and has held it in 52 quarters since. The position peaked at $283M in Q4 2021. 526 funds tracked by Wall St. Rank hold UDR as of Q1 2026.
- Dimensional Fund Advisors held 4,850,115 shares of UDR worth $164M as of Q1 2026.
- Dimensional Fund Advisors bought 145,623 UDR shares in Q1 2026, an estimated $5.35M.
- UDR made up 0.03% of Dimensional Fund Advisors's portfolio in Q1 2026, its #712 holding.
- Dimensional Fund Advisors first reported a position in UDR in Q2 2013 and has held it in 52 quarters since.
- Dimensional Fund Advisors's UDR position peaked at $283M in Q4 2021.
- 526 funds tracked by Wall St. Rank held UDR as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.