Fulcrum Asset Management’s UDR UDR Stock Holding History

Fulcrum Asset 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 Q2	$34.9K	Buy	869 +68	+8%	+$2.52K	﹤0.01%	585
2026 Q1	$27K	Hold	801	–	–	﹤0.01%	207
2025 Q4	$29.6K	Hold	801	–	–	0.01%	169
2025 Q3	$29.8K	Hold	801	–	–	0.01%	165
2025 Q2	$32.7K	Buy	+801	New	+$33.2K	0.01%	173
2022 Q1	–	Hold	0	–	–	–	83
2021 Q4	–	Hold	0	–	–	–	43
2021 Q3	–	Hold	0	–	–	–	43
2021 Q2	–	Hold	0	–	–	–	55

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fulcrum Asset Management's UDR Position: Q2 2026 in Review

Fulcrum Asset Management increased its UDR (UDR) stake by 8.5% in Q2 2026, buying an estimated $2.52K and bringing the position to 869 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Fulcrum Asset Management first reported a position in UDR in Q2 2025 and has held it in 5 quarters since. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Fulcrum Asset Management held 869 shares of UDR worth $34.9K as of Q2 2026.
Fulcrum Asset Management bought 68 UDR shares in Q2 2026, an estimated $2.52K.
UDR made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #585 holding.
Fulcrum Asset Management first reported a position in UDR in Q2 2025 and has held it in 5 quarters since.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.