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 Q2	$4.99K	Hold	125	–	–	﹤0.01%	504
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 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

J. Safra Asset Management's UDR Position: Q2 2026 in Review

J. Safra Asset Management held its UDR (UDR) position steady in Q2 2026 at 125 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

J. Safra Asset Management first reported a position in UDR in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

J. Safra Asset Management held 125 shares of UDR worth $4.99K as of Q2 2026.
J. Safra Asset Management left its UDR share count unchanged in Q2 2026.
UDR made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #504 holding.
J. Safra Asset Management first reported a position in UDR in Q4 2025 and has held it in 3 quarters since.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.