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Empowered Funds’s UDR UDR Stock Holding History

Empowered Funds’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 		$253K Buy
+6,341
New +$235K ﹤0.01% 1928
2025
Q4 		– Sell
-7,511
Closed -$280K – 1851
2025
Q3 		$280K Buy
7,511
+299
+4% +$11.7K ﹤0.01% 1615
2025
Q2 		$294K Buy
7,212
+1,083
+18% +$44.8K ﹤0.01% 1517
2025
Q1 		$277K Buy
6,129
+337
+6% +$14.4K ﹤0.01% 1431
2024
Q4 		$251K Buy
5,792
+546
+10% +$24.1K ﹤0.01% 1439
2024
Q3 		$238K Buy
5,246
+350
+7% +$15K ﹤0.01% 1294
2024
Q2 		$201K Buy
+4,896
New +$189K ﹤0.01% 1302

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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

Empowered Funds's UDR Position: Q2 2026 in Review

Empowered Funds opened a new position in UDR (UDR) in Q2 2026: 6,341 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1928 among its holdings. This is a return to the name: Empowered Funds previously reported a position in UDR as recently as Q3 2025.

Empowered Funds first reported a position in UDR in Q2 2024 and has held it in 7 quarters since. The position peaked at $294K in Q2 2025. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Empowered Funds held 6,341 shares of UDR worth $253K as of Q2 2026.
  • UDR was a new Empowered Funds position in Q2 2026.
  • UDR made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1928 holding.
  • Empowered Funds first reported a position in UDR in Q2 2024 and has held it in 7 quarters since.
  • Empowered Funds's UDR position peaked at $294K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.