Gold Investment Management’s UDR UDR Stock Holding History

Gold Investment 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	–	Sell	-349	Closed	-$11.8K	–	205
2026 Q1	$11.8K	Hold	349	–	–	﹤0.01%	164
2025 Q4	$12.8K	Sell	349 -96	-22%	-$3.41K	﹤0.01%	165
2025 Q3	$16.6K	Hold	445	–	–	0.01%	159
2025 Q2	$18.2K	Hold	445	–	–	0.01%	159
2025 Q1	$20.1K	Hold	445	–	–	0.01%	158
2024 Q4	$19.3K	Hold	445	–	–	0.01%	158
2024 Q3	$20K	Hold	445	–	–	0.01%	156
2024 Q2	$18.3K	Hold	445	–	–	0.01%	159
2024 Q1	$16.6K	Hold	445	–	–	0.01%	161
2023 Q4	$17K	Buy	+445	New	+$15.5K	0.01%	161

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 $3.38T AUM 44.17% 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

Gold Investment Management's UDR Position: Q2 2026 in Review

Gold Investment Management sold out of UDR (UDR) in Q2 2026, closing a stake of 349 shares — an estimated $11.8K sold.

Gold Investment Management first reported a position in UDR in Q4 2023 and held it in 10 quarters. The position peaked at $20.1K in Q1 2025. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Gold Investment Management reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
Gold Investment Management sold 349 UDR shares in Q2 2026, an estimated $11.8K.
Gold Investment Management first reported a position in UDR in Q4 2023 and held it in 10 quarters.
Gold Investment Management's UDR position peaked at $20.1K in Q1 2025.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.