First Trust Advisors’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 | $35.3M | Sell |
884,507
-156,518
| -15% | -$5.79M | 0.02% | 756 |
|
|
2026
Q1 | $35.2M | Buy |
1,041,025
+11,404
| +1% | +$419K | 0.03% | 723 |
|
|
2025
Q4 | $37.8M | Buy |
1,029,621
+984,602
| +2,187% | +$35M | 0.03% | 683 |
|
|
2025
Q3 | $1.68M | Sell |
45,019
-71,156
| -61% | -$2.78M | ﹤0.01% | 1916 |
|
|
2025
Q2 | $4.74M | Buy |
116,175
+66,338
| +133% | +$2.75M | ﹤0.01% | 1377 |
|
|
2025
Q1 | $2.25M | Sell |
49,837
-38,717
| -44% | -$1.66M | ﹤0.01% | 1734 |
|
|
2024
Q4 | $3.84M | Sell |
88,554
-28,033
| -24% | -$1.24M | ﹤0.01% | 1506 |
|
|
2024
Q3 | $5.29M | Buy |
116,587
+83,130
| +248% | +$3.56M | 0.01% | 1313 |
|
|
2024
Q2 | $1.38M | Sell |
33,457
-1,077
| -3% | -$41.5K | ﹤0.01% | 1844 |
|
|
2024
Q1 | $1.29M | Sell |
34,534
-559
| -2% | -$20.6K | ﹤0.01% | 1903 |
|
|
2023
Q4 | $1.34M | Sell |
35,093
-73,536
| -68% | -$2.56M | ﹤0.01% | 1882 |
|
|
2023
Q3 | $3.87M | Buy |
108,629
+71,160
| +190% | +$2.84M | ﹤0.01% | 1362 |
|
|
2023
Q2 | $1.61M | Sell |
37,469
-3,205
| -8% | -$132K | ﹤0.01% | 1814 |
|
|
2023
Q1 | $1.67M | Sell |
40,674
-2,336
| -5% | -$96.5K | ﹤0.01% | 1771 |
|
|
2022
Q4 | $1.67M | Sell |
43,010
-8,895
| -17% | -$351K | ﹤0.01% | 1778 |
|
|
2022
Q3 | $2.17M | Sell |
51,905
-95,980
| -65% | -$4.4M | ﹤0.01% | 1645 |
|
|
2022
Q2 | $6.81M | Buy |
147,885
+85,888
| +139% | +$4.33M | 0.01% | 1089 |
|
|
2022
Q1 | $3.56M | Buy |
61,997
+2,351
| +4% | +$133K | ﹤0.01% | 1529 |
|
|
2021
Q4 | $3.58M | Buy |
59,646
+6,491
| +12% | +$365K | ﹤0.01% | 1546 |
|
|
2021
Q3 | $2.82M | Sell |
53,155
-232
| -0.4% | -$12.4K | ﹤0.01% | 1627 |
|
|
2021
Q2 | $2.62M | Buy |
53,387
+810
| +2% | +$38.1K | ﹤0.01% | 1707 |
|
|
2021
Q1 | $2.31M | Buy |
52,577
+17,842
| +51% | +$738K | ﹤0.01% | 1669 |
|
|
2020
Q4 | $1.33M | Sell |
34,735
-24,738
| -42% | -$902K | ﹤0.01% | 1770 |
|
|
2020
Q3 | $1.94M | Buy |
59,473
+14,462
| +32% | +$508K | ﹤0.01% | 1374 |
|
|
2020
Q2 | $1.68M | Sell |
45,011
-92,026
| -67% | -$3.44M | ﹤0.01% | 1467 |
|
|
2020
Q1 | $5.01M | Sell |
137,037
-188,422
| -58% | -$8.53M | 0.01% | 860 |
|
|
2019
Q4 | $15.2M | Buy |
325,459
+126,724
| +64% | +$6.09M | 0.03% | 707 |
|
|
2019
Q3 | $9.63M | Sell |
198,735
-9,796
| -5% | -$461K | 0.02% | 828 |
|
|
2019
Q2 | $9.36M | Sell |
208,531
-28,882
| -12% | -$1.3M | 0.02% | 803 |
|
|
2019
Q1 | $10.8M | Buy |
237,413
+111,901
| +89% | +$4.86M | 0.02% | 724 |
|
|
2018
Q4 | $4.97M | Buy |
125,512
+19,618
| +19% | +$793K | 0.01% | 976 |
|
|
2018
Q3 | $4.28M | Buy |
105,894
+19,260
| +22% | +$749K | 0.01% | 1228 |
|
|
2018
Q2 | $3.25M | Buy |
86,634
+29,837
| +53% | +$1.08M | 0.01% | 1340 |
|
|
2018
Q1 | $2.02M | Sell |
56,797
-44,958
| -44% | -$1.58M | ﹤0.01% | 1467 |
|
|
2017
Q4 | $3.92M | Buy |
101,755
+19,869
| +24% | +$773K | 0.01% | 1109 |
|
|
2017
Q3 | $3.11M | Buy |
81,886
+2,260
| +3% | +$87.6K | 0.01% | 1217 |
|
|
2017
Q2 | $3.1M | Sell |
79,626
-38,849
| -33% | -$1.48M | 0.01% | 1211 |
|
|
2017
Q1 | $4.3M | Buy |
118,475
+24,539
| +26% | +$877K | 0.01% | 1106 |
|
|
2016
Q4 | $3.43M | Sell |
93,936
-44,090
| -32% | -$1.51M | 0.01% | 1156 |
|
|
2016
Q3 | $4.97M | Sell |
138,026
-116,380
| -46% | -$4.24M | 0.01% | 966 |
|
|
2016
Q2 | $9.39M | Buy |
254,406
+44,469
| +21% | +$1.59M | 0.03% | 726 |
|
|
2016
Q1 | $8.09M | Sell |
209,937
-44,768
| -18% | -$1.6M | 0.03% | 764 |
|
|
2015
Q4 | $9.57M | Buy |
254,705
+112,095
| +79% | +$4.02M | 0.02% | 688 |
|
|
2015
Q3 | $4.92M | Sell |
142,610
-48,211
| -25% | -$1.61M | 0.01% | 979 |
|
|
2015
Q2 | $6.11M | Sell |
190,821
-23,138
| -11% | -$760K | 0.02% | 986 |
|
|
2015
Q1 | $7.28M | Buy |
213,959
+20,019
| +10% | +$658K | 0.02% | 872 |
|
|
2014
Q4 | $5.98M | Buy |
193,940
+37,162
| +24% | +$1.11M | 0.02% | 963 |
|
|
2014
Q3 | $4.27M | Buy |
156,778
+52,068
| +50% | +$1.51M | 0.02% | 1076 |
|
|
2014
Q2 | $3M | Buy |
104,710
+16,047
| +18% | +$432K | 0.01% | 1148 |
|
|
2014
Q1 | $2.29M | Sell |
88,663
-7,432
| -8% | -$186K | 0.01% | 1313 |
|
|
2013
Q4 | $2.24M | Sell |
96,095
-4,594
| -5% | -$110K | 0.01% | 1289 |
|
|
2013
Q3 | $2.39M | Sell |
100,689
-86,680
| -46% | -$2.11M | 0.01% | 1157 |
|
|
2013
Q2 | $4.78M | Buy |
+187,369
| New | +$4.65M | 0.03% | 789 |
|
Other funds holding UDR
CIM
First Trust Advisors's UDR Position: Q2 2026 in Review
First Trust Advisors reduced its UDR (UDR) stake by 15% in Q2 2026, selling an estimated $5.79M and leaving 884,507 shares worth $35.3M. The position accounts for 0.02% of the portfolio, ranked #756.
First Trust Advisors first reported a position in UDR in Q2 2013 and has held it in 53 quarters since. The position peaked at $37.8M in Q4 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.
- First Trust Advisors held 884,507 shares of UDR worth $35.3M as of Q2 2026.
- First Trust Advisors sold 156,518 UDR shares in Q2 2026, an estimated $5.79M.
- UDR made up 0.02% of First Trust Advisors's portfolio in Q2 2026, its #756 holding.
- First Trust Advisors first reported a position in UDR in Q2 2013 and has held it in 53 quarters since.
- First Trust Advisors's UDR position peaked at $37.8M in Q4 2025.
- 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.
Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.