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Joel Greenblatt’s UDR UDR Stock Holding History

Joel Greenblatt’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 		$25.6M Buy
641,518
+34,921
+6% +$1.29M 0.06% 471
2026
Q1 		$20.5M Buy
606,597
+214,833
+55% +$7.89M 0.06% 451
2025
Q4 		$14.4M Buy
391,764
+254,670
+186% +$9.06M 0.05% 519
2025
Q3 		$5.11M Buy
137,094
+57,023
+71% +$2.22M 0.02% 768
2025
Q2 		$3.27M Buy
80,071
+46,280
+137% +$1.92M 0.02% 776
2025
Q1 		$1.53M Buy
+33,791
New +$1.45M 0.01% 884
2023
Q2 		– Sell
-28,860
Closed -$1.18M – 1431
2023
Q1 		$1.18M Sell
28,860
-15,361
-35% -$635K 0.03% 698
2022
Q4 		$1.71M Buy
44,221
+15,970
+57% +$631K 0.05% 480
2022
Q3 		$1.18M Buy
28,251
+808
+3% +$37.1K 0.04% 594
2022
Q2 		$1.26M Buy
27,443
+970
+4% +$48.9K 0.04% 503
2022
Q1 		$1.52M Buy
26,473
+1,101
+4% +$62.5K 0.05% 433
2021
Q4 		$1.52M Buy
25,372
+4,751
+23% +$267K 0.05% 424
2021
Q3 		$1.09M Buy
+20,621
New +$1.1M 0.04% 466
2020
Q3 		– Sell
-12,262
Closed -$458K – 1138
2020
Q2 		$458K Sell
12,262
-69,507
-85% -$2.6M 0.01% 762
2020
Q1 		$2.99M Buy
81,769
+48,899
+149% +$2.21M 0.08% 322
2019
Q4 		$1.53M Buy
32,870
+9,228
+39% +$443K 0.03% 525
2019
Q3 		$1.15M Sell
23,642
-54,561
-70% -$2.57M 0.02% 561
2019
Q2 		$3.51M Buy
78,203
+47,960
+159% +$2.16M 0.06% 391
2019
Q1 		$1.38M Sell
30,243
-24,798
-45% -$1.08M 0.02% 571
2018
Q4 		$2.18M Buy
55,041
+45,067
+452% +$1.82M 0.03% 474
2018
Q3 		$403K Buy
+9,974
New +$388K 0.01% 777
2017
Q3 		– Sell
-28,367
Closed -$1.1M – 1047
2017
Q2 		$1.1M Sell
28,367
-2,675
-9% -$102K 0.02% 626
2017
Q1 		$1.13M Buy
+31,042
New +$1.11M 0.01% 648

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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

Joel Greenblatt's UDR Position: Q2 2026 in Review

Joel Greenblatt increased its UDR (UDR) stake by 5.8% in Q2 2026, buying an estimated $1.29M and bringing the position to 641,518 shares worth $25.6M. The position accounts for 0.06% of the portfolio, ranked #471.

Joel Greenblatt first reported a position in UDR in Q1 2017 and has held it in 23 quarters since. 517 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Joel Greenblatt held 641,518 shares of UDR worth $25.6M as of Q2 2026.
  • Joel Greenblatt bought 34,921 UDR shares in Q2 2026, an estimated $1.29M.
  • UDR made up 0.06% of Joel Greenblatt's portfolio in Q2 2026, its #471 holding.
  • Joel Greenblatt first reported a position in UDR in Q1 2017 and has held it in 23 quarters since.
  • 517 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.