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Ethic Inc’s UDR UDR Stock Holding History

Ethic Inc’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 		$279K Sell
6,987
-13,663
-66% -$505K ﹤0.01% 1157
2026
Q1 		$698K Buy
20,650
+8,276
+67% +$304K 0.01% 751
2025
Q4 		$454K Buy
+12,374
New +$440K 0.01% 880
2025
Q3 		– Sell
-12,045
Closed -$490K – 1300
2025
Q2 		$490K Buy
+12,045
New +$499K 0.01% 817
2024
Q1 		– Sell
-11,587
Closed -$444K – 1135
2023
Q4 		$444K Buy
11,587
+4,483
+63% +$156K 0.01% 774
2023
Q3 		$253K Sell
7,104
-2,655
-27% -$106K 0.01% 861
2023
Q2 		$419K Sell
9,759
-3,460
-26% -$142K 0.02% 704
2023
Q1 		$543K Buy
13,219
+1,626
+14% +$67.2K 0.02% 628
2022
Q4 		$449K Sell
11,593
-3,469
-23% -$137K 0.02% 607
2022
Q3 		$628K Sell
15,062
-3,091
-17% -$142K 0.04% 435
2022
Q2 		$836K Sell
18,153
-3,034
-14% -$153K 0.06% 355
2022
Q1 		$1.22M Buy
21,187
+2,258
+12% +$128K 0.08% 284
2021
Q4 		$1.14M Buy
18,929
+2,693
+17% +$152K 0.09% 262
2021
Q3 		$860K Buy
16,236
+1,852
+13% +$98.9K 0.09% 253
2021
Q2 		$705K Buy
14,384
+3,306
+30% +$156K 0.09% 276
2021
Q1 		$486K Buy
11,078
+127
+1% +$5.25K 0.09% 286
2020
Q4 		$421K Buy
+10,951
New +$399K 0.11% 241

Other funds holding UDR

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Ethic Inc's UDR Position: Q2 2026 in Review

Ethic Inc reduced its UDR (UDR) stake by 66% in Q2 2026, selling an estimated $505K and leaving 6,987 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Ethic Inc first reported a position in UDR in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.22M in Q1 2022. 140 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Ethic Inc held 6,987 shares of UDR worth $279K as of Q2 2026.
  • Ethic Inc sold 13,663 UDR shares in Q2 2026, an estimated $505K.
  • UDR made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1157 holding.
  • Ethic Inc first reported a position in UDR in Q4 2020 and has held it in 17 quarters since.
  • Ethic Inc's UDR position peaked at $1.22M in Q1 2022.
  • 140 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.