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Dover Advisors’s UDR UDR Stock Holding History

Dover Advisors’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
Q1 		$2.31M Sell
68,353
-15,334
-18% -$563K 0.96% 30
2025
Q4 		$3.07M Sell
83,687
-14,237
-15% -$506K 1.19% 21
2025
Q3 		$3.65M Buy
97,924
+80,128
+450% +$3.13M 1.45% 13
2025
Q2 		$727K Sell
17,796
-83,122
-82% -$3.44M 0.32% 76
2025
Q1 		$4.56M Sell
100,918
-56
-0.1% -$2.4K 1.99% 9
2024
Q4 		$4.38M Buy
100,974
+9
+0% +$398 2.51% 5
2024
Q3 		$4.58M Sell
100,965
-611
-0.6% -$26.2K 2.6% 4
2024
Q2 		$4.18M Sell
101,576
-253
-0.2% -$9.75K 2.58% 4
2024
Q1 		$3.81M Buy
101,829
+24,617
+32% +$906K 2.61% 4
2023
Q4 		$2.96M Sell
77,212
-24,197
-24% -$842K 3.89% 3
2023
Q3 		$3.62M Buy
101,409
+1,968
+2% +$78.4K 3.66% 3
2023
Q2 		$4.27M Buy
99,441
+335
+0.3% +$13.8K 3.79% 4
2023
Q1 		$4.07M Buy
99,106
+955
+1% +$39.5K 3.91% 3
2022
Q4 		$3.8M Buy
+98,151
New +$3.88M 4.1% 3

Other funds holding UDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Dover Advisors's UDR Position: Q1 2026 in Review

Dover Advisors reduced its UDR (UDR) stake by 18% in Q1 2026, selling an estimated $563K and leaving 68,353 shares worth $2.31M. The position accounts for 0.96% of the portfolio, ranked #30.

Dover Advisors first reported a position in UDR in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.58M in Q3 2024. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Dover Advisors held 68,353 shares of UDR worth $2.31M as of Q1 2026.
  • Dover Advisors sold 15,334 UDR shares in Q1 2026, an estimated $563K.
  • UDR made up 0.96% of Dover Advisors's portfolio in Q1 2026, its #30 holding.
  • Dover Advisors first reported a position in UDR in Q4 2022 and has held it in 14 quarters since.
  • Dover Advisors's UDR position peaked at $4.58M in Q3 2024.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.