Kozak & Associates’s UDR UDR Stock Holding History

Kozak & Associates’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	$2.53K	Hold	62	–	–	﹤0.01%	349
2026 Q1	$2.14K	Buy	62 +1	+2%	+$37	﹤0.01%	362
2025 Q4	$2.24K	Hold	61	–	–	﹤0.01%	360
2025 Q3	$2.1K	Buy	61 +2	+3%	+$78	﹤0.01%	379
2025 Q2	$2.42K	Hold	59	–	–	﹤0.01%	338
2025 Q1	$2.4K	Buy	59 +1	+2%	+$43	﹤0.01%	352
2024 Q4	$2.51K	Hold	58	–	–	﹤0.01%	346
2024 Q3	$2.58K	Buy	58 +1	+2%	+$43	﹤0.01%	319
2024 Q2	$2.31K	Hold	57	–	–	﹤0.01%	312
2024 Q1	$2.25K	Buy	57 +1	+2%	+$37	﹤0.01%	323
2023 Q4	$2.14K	Buy	56 +1	+2%	+$35	﹤0.01%	315
2023 Q3	$1.97K	Buy	55 +1	+2%	+$40	﹤0.01%	333
2023 Q2	$2.38K	Hold	54	–	–	﹤0.01%	299
2023 Q1	$2.21K	Buy	54 +1	+2%	+$41	﹤0.01%	302
2022 Q4	$2K	Hold	53	–	–	﹤0.01%	313
2022 Q3	$2K	Buy	53 +1	+2%	+$46	﹤0.01%	307
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	343
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	344
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	344
2021 Q3	$3K	Buy	+52	New	+$2.78K	﹤0.01%	301

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 $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Kozak & Associates's UDR Position: Q2 2026 in Review

Kozak & Associates held its UDR (UDR) position steady in Q2 2026 at 62 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Kozak & Associates first reported a position in UDR in Q3 2021 and has held it in 20 quarters since. The position peaked at $3K in Q1 2022. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Kozak & Associates held 62 shares of UDR worth $2.53K as of Q2 2026.
Kozak & Associates left its UDR share count unchanged in Q2 2026.
UDR made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #349 holding.
Kozak & Associates first reported a position in UDR in Q3 2021 and has held it in 20 quarters since.
Kozak & Associates's UDR position peaked at $3K in Q1 2022.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.