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IEQ Capital’s UDR UDR Stock Holding History

IEQ Capital’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
Q1 		$1.08M Sell
31,881
-966
-3% -$35.5K 0.01% 1017
2025
Q4 		$1.2M Sell
32,847
-40,479
-55% -$1.44M ﹤0.01% 968
2025
Q3 		$2.73M Sell
73,326
-1,006
-1% -$39.2K 0.01% 656
2025
Q2 		$3.03M Sell
74,332
-554
-0.7% -$22.9K 0.02% 555
2025
Q1 		$3.38M Buy
74,886
+532
+0.7% +$22.8K 0.03% 441
2024
Q4 		$3.23M Buy
74,354
+164
+0.2% +$7.25K 0.03% 378
2024
Q3 		$3.36M Sell
74,190
-1,990
-3% -$85.3K 0.04% 268
2024
Q2 		$3.13M Sell
76,180
-133
-0.2% -$5.13K 0.04% 250
2024
Q1 		$2.85M Buy
76,313
+17,599
+30% +$647K 0.04% 258
2023
Q4 		$2.25M Buy
58,714
+13,913
+31% +$484K 0.04% 272
2023
Q3 		$1.6M Sell
44,801
-2,466
-5% -$98.3K 0.03% 302
2023
Q2 		$2.03M Sell
47,267
-2,721
-5% -$112K 0.04% 267
2023
Q1 		$2.05M Buy
49,988
+17,717
+55% +$732K 0.05% 249
2022
Q4 		$1.25M Buy
32,271
+25,515
+378% +$1.01M 0.04% 324
2022
Q3 		$282K Sell
6,756
-9,228
-58% -$423K 0.01% 679
2022
Q2 		$736K Buy
+15,984
New +$806K 0.02% 375
2022
Q1 		– Sell
-3,990
Closed -$239K – 839
2021
Q4 		$239K Sell
3,990
-1,669
-29% -$93.9K 0.01% 653
2021
Q3 		$300K Buy
+5,659
New +$302K 0.01% 556

Other funds holding UDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

IEQ Capital's UDR Position: Q1 2026 in Review

IEQ Capital reduced its UDR (UDR) stake by 2.9% in Q1 2026, selling an estimated $35.5K and leaving 31,881 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1017.

IEQ Capital first reported a position in UDR in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.38M in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • IEQ Capital held 31,881 shares of UDR worth $1.08M as of Q1 2026.
  • IEQ Capital sold 966 UDR shares in Q1 2026, an estimated $35.5K.
  • UDR made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #1017 holding.
  • IEQ Capital first reported a position in UDR in Q3 2021 and has held it in 18 quarters since.
  • IEQ Capital's UDR position peaked at $3.38M in Q1 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.