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J. Safra Asset Management’s UDR UDR Stock Holding History

J. Safra 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
Q1 		$4.22K Hold
125
– – ﹤0.01% 498
2025
Q4 		$4.58K Buy
+125
New +$4.45K ﹤0.01% 441

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

J. Safra Asset Management's UDR Position: Q1 2026 in Review

J. Safra Asset Management held its UDR (UDR) position steady in Q1 2026 at 125 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

J. Safra Asset Management first reported a position in UDR in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.58K in Q4 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • J. Safra Asset Management held 125 shares of UDR worth $4.22K as of Q1 2026.
  • J. Safra Asset Management left its UDR share count unchanged in Q1 2026.
  • UDR made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #498 holding.
  • J. Safra Asset Management first reported a position in UDR in Q4 2025 and has held it in 2 quarters since.
  • J. Safra Asset Management's UDR position peaked at $4.58K in Q4 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.