Duff & Phelps Investment Management’s UDR UDR Stock Holding History

Duff & Phelps Investment Management’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	$71.9K	Buy	+1,800	New	+$66.6K	﹤0.01%	153
2024 Q1	–	Sell	-1,761,750	Closed	-$67.5M	–	255
2023 Q4	$67.5M	Sell	1,761,750 -691,770	-28%	-$24.1M	0.81%	45
2023 Q3	$87.5M	Buy	2,453,520 +76,900	+3%	+$3.07M	1.15%	33
2023 Q2	$102M	Buy	2,376,620 +250,460	+12%	+$10.3M	1.24%	31
2023 Q1	$87.3M	Buy	+2,126,160	New	+$87.8M	1.06%	35
2014 Q2	–	Sell	-8,057	Closed	-$208K	–	220
2014 Q1	$208K	Buy	+8,057	New	+$202K	﹤0.01%	212
2013 Q3	–	Sell	-498,768	Closed	-$12.7M	–	226
2013 Q2	$12.7M	Buy	+498,768	New	+$12.4M	0.22%	93

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

Duff & Phelps Investment Management's UDR Position: Q2 2026 in Review

Duff & Phelps Investment Management opened a new position in UDR (UDR) in Q2 2026: 1,800 shares worth $71.9K. The stake represents ﹤0.01% of the portfolio and ranks #153 among its holdings. This is a return to the name: Duff & Phelps Investment Management previously reported a position in UDR as recently as Q4 2023.

Duff & Phelps Investment Management first reported a position in UDR in Q2 2013 and has held it in 7 quarters since. The position peaked at $102M in Q2 2023. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Duff & Phelps Investment Management held 1,800 shares of UDR worth $71.9K as of Q2 2026.
UDR was a new Duff & Phelps Investment Management position in Q2 2026.
UDR made up ﹤0.01% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #153 holding.
Duff & Phelps Investment Management first reported a position in UDR in Q2 2013 and has held it in 7 quarters since.
Duff & Phelps Investment Management's UDR position peaked at $102M in Q2 2023.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.