International Assets Investment Management’s UDR UDR Stock Holding History

International Assets 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	$21.1K	Buy	520 +20	+4%	+$740	﹤0.01%	1592
2026 Q1	$17.1K	Hold	500	–	–	﹤0.01%	1542
2025 Q4	$18.4K	Buy	+500	New	+$17.8K	﹤0.01%	1501
2024 Q4	–	Sell	-44,228	Closed	-$975	–	1872
2024 Q3	$975	Buy	44,228 +43,253	+4,436%	+$1.85M	﹤0.01%	1139
2024 Q2	$40.1K	Buy	+975	New	+$37.6K	﹤0.01%	1257
2023 Q2	–	Sell	-975	Closed	-$40.1K	–	1045
2023 Q1	$40.1K	Buy	+975	New	+$40.3K	0.01%	710
2021 Q2	–	Sell	-2,356	Closed	-$96K	–	1807
2021 Q1	$96K	Buy	2,356 +948	+67%	+$39.2K	0.01%	727
2020 Q4	$54K	Buy	+1,408	New	+$51.4K	0.01%	821

Other funds holding UDR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

International Assets Investment Management's UDR Position: Q2 2026 in Review

International Assets Investment Management increased its UDR (UDR) stake by 4% in Q2 2026, buying an estimated $740 and bringing the position to 520 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

International Assets Investment Management first reported a position in UDR in Q4 2020 and has held it in 8 quarters since. The position peaked at $96K in Q1 2021. 156 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

International Assets Investment Management held 520 shares of UDR worth $21.1K as of Q2 2026.
International Assets Investment Management bought 20 UDR shares in Q2 2026, an estimated $740.
UDR made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1592 holding.
International Assets Investment Management first reported a position in UDR in Q4 2020 and has held it in 8 quarters since.
International Assets Investment Management's UDR position peaked at $96K in Q1 2021.
156 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.