Envestnet Asset Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.84M | Sell |
46,086
-34,604
| -43% | -$1.28M | ﹤0.01% | 3216 |
|
|
2026
Q1 | $2.73M | Sell |
80,690
-8,061
| -9% | -$296K | ﹤0.01% | 2775 |
|
|
2025
Q4 | $3.26M | Sell |
88,751
-26,161
| -23% | -$930K | ﹤0.01% | 2477 |
|
|
2025
Q3 | $4.28M | Sell |
114,912
-28,947
| -20% | -$1.13M | ﹤0.01% | 2363 |
|
|
2025
Q2 | $5.87M | Sell |
143,859
-13,865
| -9% | -$574K | ﹤0.01% | 2085 |
|
|
2025
Q1 | $7.12M | Buy |
157,724
+16,001
| +11% | +$685K | ﹤0.01% | 1878 |
|
|
2024
Q4 | $6.15M | Sell |
141,723
-37,263
| -21% | -$1.65M | ﹤0.01% | 1962 |
|
|
2024
Q3 | $8.12M | Sell |
178,986
-6,573
| -4% | -$282K | ﹤0.01% | 1785 |
|
|
2024
Q2 | $7.64M | Buy |
185,559
+80,706
| +77% | +$3.11M | ﹤0.01% | 1733 |
|
|
2024
Q1 | $3.92M | Sell |
104,853
-73,248
| -41% | -$2.69M | ﹤0.01% | 2142 |
|
|
2023
Q4 | $6.82M | Buy |
178,101
+45,692
| +35% | +$1.59M | ﹤0.01% | 1683 |
|
|
2023
Q3 | $4.72M | Buy |
132,409
+14,785
| +13% | +$589K | ﹤0.01% | 1837 |
|
|
2023
Q2 | $5.05M | Sell |
117,624
-8,915
| -7% | -$367K | ﹤0.01% | 1699 |
|
|
2023
Q1 | $5.2M | Sell |
126,539
-864
| -0.7% | -$35.7K | ﹤0.01% | 1642 |
|
|
2022
Q4 | $4.93M | Sell |
127,403
-34,696
| -21% | -$1.37M | ﹤0.01% | 1612 |
|
|
2022
Q3 | $6.76M | Buy |
162,099
+20,683
| +15% | +$949K | ﹤0.01% | 1355 |
|
|
2022
Q2 | $6.51M | Buy |
141,416
+11,447
| +9% | +$577K | ﹤0.01% | 1374 |
|
|
2022
Q1 | $7.46M | Buy |
129,969
+6,818
| +6% | +$387K | ﹤0.01% | 1384 |
|
|
2021
Q4 | $7.39M | Buy |
123,151
+13,842
| +13% | +$779K | ﹤0.01% | 1371 |
|
|
2021
Q3 | $5.79M | Buy |
109,309
+564
| +0.5% | +$30.1K | ﹤0.01% | 1443 |
|
|
2021
Q2 | $5.33M | Buy |
108,745
+14,333
| +15% | +$674K | ﹤0.01% | 1473 |
|
|
2021
Q1 | $4.14M | Buy |
94,412
+7,447
| +9% | +$308K | ﹤0.01% | 1523 |
|
|
2020
Q4 | $3.34M | Buy |
86,965
+5,244
| +6% | +$191K | ﹤0.01% | 1472 |
|
|
2020
Q3 | $2.67M | Buy |
81,721
+10,228
| +14% | +$359K | ﹤0.01% | 1465 |
|
|
2020
Q2 | $2.67M | Sell |
71,493
-1,660
| -2% | -$62K | ﹤0.01% | 1419 |
|
|
2020
Q1 | $2.67M | Buy |
73,153
+10,553
| +17% | +$478K | ﹤0.01% | 1280 |
|
|
2019
Q4 | $2.92M | Buy |
62,600
+5,812
| +10% | +$279K | ﹤0.01% | 1416 |
|
|
2019
Q3 | $2.75M | Buy |
56,788
+6,025
| +12% | +$284K | ﹤0.01% | 1372 |
|
|
2019
Q2 | $2.28M | Sell |
50,763
-5,137
| -9% | -$231K | ﹤0.01% | 1480 |
|
|
2019
Q1 | $2.54M | Sell |
55,900
-3,610
| -6% | -$157K | ﹤0.01% | 1353 |
|
|
2018
Q4 | $2.36M | Buy |
+59,510
| New | +$2.4M | ﹤0.01% | 1249 |
|
|
2018
Q3 | – | Sell |
-1,520
| Closed | -$57K | – | 2536 |
|
|
2018
Q2 | $57K | Buy |
1,520
+51
| +3% | +$1.84K | ﹤0.01% | 2168 |
|
|
2018
Q1 | $52K | Sell |
1,469
-1,973
| -57% | -$69.5K | ﹤0.01% | 2143 |
|
|
2017
Q4 | $132K | Buy |
3,442
+906
| +36% | +$35.2K | ﹤0.01% | 2008 |
|
|
2017
Q3 | $96K | Sell |
2,536
-36,158
| -93% | -$1.4M | ﹤0.01% | 2089 |
|
|
2017
Q2 | $1.51M | Buy |
38,694
+1,772
| +5% | +$67.5K | ﹤0.01% | 1036 |
|
|
2017
Q1 | $1.34M | Sell |
36,922
-5,145
| -12% | -$184K | ﹤0.01% | 1099 |
|
|
2016
Q4 | $1.53M | Buy |
42,067
+1,344
| +3% | +$46K | 0.01% | 1028 |
|
|
2016
Q3 | $1.47M | Sell |
40,723
-53,421
| -57% | -$1.95M | 0.01% | 1076 |
|
|
2016
Q2 | $3.48M | Sell |
94,144
-2,774
| -3% | -$99.4K | 0.01% | 784 |
|
|
2016
Q1 | $3.73M | Sell |
96,918
-11,930
| -11% | -$427K | 0.02% | 699 |
|
|
2015
Q4 | $4.09M | Sell |
108,848
-13,076
| -11% | -$469K | 0.02% | 652 |
|
|
2015
Q3 | $4.2M | Sell |
121,924
-7,281
| -6% | -$243K | 0.02% | 627 |
|
|
2015
Q2 | $4.14M | Buy |
129,205
+12,505
| +11% | +$411K | 0.02% | 682 |
|
|
2015
Q1 | $3.97M | Buy |
116,700
+103,904
| +812% | +$3.42M | 0.02% | 652 |
|
|
2014
Q4 | $394K | Buy |
12,796
+1,021
| +9% | +$30.6K | ﹤0.01% | 774 |
|
|
2014
Q3 | $321K | Buy |
11,775
+4,293
| +57% | +$124K | ﹤0.01% | 914 |
|
|
2014
Q2 | $214K | Buy |
7,482
+1,949
| +35% | +$52.5K | ﹤0.01% | 974 |
|
|
2014
Q1 | $143K | Sell |
5,533
-51
| -0.9% | -$1.28K | ﹤0.01% | 1025 |
|
|
2013
Q4 | $130K | Buy |
5,584
+131
| +2% | +$3.14K | ﹤0.01% | 937 |
|
|
2013
Q3 | $129K | Buy |
5,453
+120
| +2% | +$2.92K | ﹤0.01% | 907 |
|
|
2013
Q2 | $136K | Buy |
+5,333
| New | +$132K | ﹤0.01% | 887 |
|
Other funds holding UDR
CIM
Envestnet Asset Management's UDR Position: Q2 2026 in Review
Envestnet Asset Management reduced its UDR (UDR) stake by 43% in Q2 2026, selling an estimated $1.28M and leaving 46,086 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #3216.
Envestnet Asset Management first reported a position in UDR in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.12M in Q3 2024. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.
- Envestnet Asset Management held 46,086 shares of UDR worth $1.84M as of Q2 2026.
- Envestnet Asset Management sold 34,604 UDR shares in Q2 2026, an estimated $1.28M.
- UDR made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3216 holding.
- Envestnet Asset Management first reported a position in UDR in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's UDR position peaked at $8.12M in Q3 2024.
- 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.