INVST’s UDR UDR Stock Holding History

INVST’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	–	Sell	-10,827	Closed	-$397K	–	389
2025 Q4	$397K	Sell	10,827 -5,925	-35%	-$211K	0.04%	249
2025 Q3	$624K	Sell	16,752 -66	-0.4%	-$2.57K	0.07%	224
2025 Q2	$687K	Buy	16,818 +49	+0.3%	+$2.03K	0.09%	198
2025 Q1	$757K	Buy	+16,769	New	+$718K	0.1%	156

Other funds holding UDR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

INVST's UDR Position: Q1 2026 in Review

INVST sold out of UDR (UDR) in Q1 2026, closing a stake of 10,827 shares — an estimated $397K sold.

INVST first reported a position in UDR in Q1 2025 and held it in 4 quarters. The position peaked at $757K in Q1 2025. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

INVST reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
INVST sold 10,827 UDR shares in Q1 2026, an estimated $397K.
INVST first reported a position in UDR in Q1 2025 and held it in 4 quarters.
INVST's UDR position peaked at $757K in Q1 2025.
528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.