Fox Run Management’s UDR UDR Stock Holding History

Fox Run 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 Q3	$429K	Buy	+12,799	New	+$480K	0.05%	637
2025 Q1	–	Sell	-5,653	Closed	-$245K	–	1253
2024 Q4	$245K	Buy	+5,653	New	+$250K	0.04%	704
2024 Q3	–	Sell	-48,573	Closed	-$2M	–	1112
2024 Q2	$2M	Buy	+48,573	New	+$1.87M	0.38%	29
2023 Q4	–	Sell	-17,377	Closed	-$620K	–	1031
2023 Q3	$620K	Buy	+17,377	New	+$693K	0.18%	194
2023 Q1	–	Sell	-6,861	Closed	-$266K	–	939
2022 Q4	$266K	Sell	6,861 -3,521	-34%	-$139K	0.11%	387
2022 Q3	$433K	Sell	10,382 -2,812	-21%	-$129K	0.17%	229
2022 Q2	$607K	Buy	13,194 +2,715	+26%	+$137K	0.3%	73
2022 Q1	$601K	Buy	+10,479	New	+$595K	0.33%	54
2019 Q3	–	Sell	-7,617	Closed	-$342K	–	568
2019 Q2	$342K	Sell	7,617 -5,442	-42%	-$245K	0.23%	181
2019 Q1	$594K	Buy	13,059 +6,560	+101%	+$285K	0.34%	69
2018 Q4	$257K	Buy	+6,499	New	+$263K	0.14%	319
2018 Q3	–	Sell	-9,815	Closed	-$368K	–	830
2018 Q2	$368K	Buy	+9,815	New	+$355K	0.12%	358
2018 Q1	–	Sell	-8,500	Closed	-$327K	–	933
2017 Q4	$327K	Buy	8,500 +2,900	+52%	+$113K	0.1%	432
2017 Q3	$213K	Buy	+5,600	New	+$217K	0.06%	590

Other funds holding UDR

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return

Fox Run Management's UDR Position: Q3 2026 in Review

Fox Run Management opened a new position in UDR (UDR) in Q3 2026: 12,799 shares worth $429K. The stake represents 0.05% of the portfolio and ranks #637 among its holdings. This is a return to the name: Fox Run Management previously reported a position in UDR as recently as Q4 2024.

Fox Run Management first reported a position in UDR in Q3 2017 and has held it in 14 quarters since. The position peaked at $2M in Q2 2024. 403 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

Fox Run Management held 12,799 shares of UDR worth $429K as of Q3 2026.
UDR was a new Fox Run Management position in Q3 2026.
UDR made up 0.05% of Fox Run Management's portfolio in Q3 2026, its #637 holding.
Fox Run Management first reported a position in UDR in Q3 2017 and has held it in 14 quarters since.
Fox Run Management's UDR position peaked at $2M in Q2 2024.
403 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on Fox Run Management's 13F filing for Q3 2026, filed 12 Nov 2026.