DoubleLine ETF Adviser’s UDR UDR Stock Holding History

DoubleLine ETF Adviser’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	$533K	Sell	13,341 -2,205	-14%	-$81.5K	0.22%	115
2026 Q1	$525K	Sell	15,546 -3,993	-20%	-$147K	0.2%	112
2025 Q4	$717K	Buy	19,539 +722	+4%	+$25.7K	0.22%	108
2025 Q3	$701K	Buy	18,817 +1,086	+6%	+$42.4K	0.21%	114
2025 Q2	$724K	Buy	17,731 +285	+2%	+$11.8K	0.23%	99
2025 Q1	$788K	Sell	17,446 -4,143	-19%	-$177K	0.26%	98
2024 Q4	$937K	Buy	21,589 +183	+0.9%	+$8.09K	0.25%	101
2024 Q3	$971K	Buy	+21,406	New	+$917K	0.24%	103
2024 Q2	–	Sell	-23,092	Closed	-$864K	–	239
2024 Q1	$864K	Buy	23,092 +2,232	+11%	+$82.1K	0.22%	106
2023 Q4	$799K	Buy	+20,860	New	+$726K	0.23%	101
2023 Q2	–	Sell	-15,394	Closed	-$632K	–	249
2023 Q1	$632K	Buy	15,394 +1,818	+13%	+$75.1K	0.27%	86
2022 Q4	$526K	Buy	+13,576	New	+$536K	0.27%	96

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

DoubleLine ETF Adviser's UDR Position: Q2 2026 in Review

DoubleLine ETF Adviser reduced its UDR (UDR) stake by 14% in Q2 2026, selling an estimated $81.5K and leaving 13,341 shares worth $533K. The position accounts for 0.22% of the portfolio, ranked #115.

DoubleLine ETF Adviser first reported a position in UDR in Q4 2022 and has held it in 12 quarters since. The position peaked at $971K in Q3 2024. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

DoubleLine ETF Adviser held 13,341 shares of UDR worth $533K as of Q2 2026.
DoubleLine ETF Adviser sold 2,205 UDR shares in Q2 2026, an estimated $81.5K.
UDR made up 0.22% of DoubleLine ETF Adviser's portfolio in Q2 2026, its #115 holding.
DoubleLine ETF Adviser first reported a position in UDR in Q4 2022 and has held it in 12 quarters since.
DoubleLine ETF Adviser's UDR position peaked at $971K in Q3 2024.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on DoubleLine ETF Adviser's 13F filing for Q2 2026, filed 14 Aug 2026.