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Longfellow Investment Management’s UDR UDR Stock Holding History

Longfellow Investment 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 		– Sell
-17,569
Closed -$593K – 266
2026
Q1 		$593K Hold
17,569
– – 0.12% 107
2025
Q4 		$644K Hold
17,569
– – 0.15% 102
2025
Q3 		$655K Buy
17,569
+8,034
+84% +$313K 0.16% 105
2025
Q2 		$389K Hold
9,535
– – 0.1% 126
2025
Q1 		$431K Hold
9,535
– – 0.11% 110
2024
Q4 		$414K Sell
9,535
-612
-6% -$27.1K 0.11% 105
2024
Q3 		$460K Buy
10,147
+61
+0.6% +$2.61K 0.12% 104
2024
Q2 		$415K Buy
10,086
+70
+0.7% +$2.7K 0.1% 103
2024
Q1 		$375K Buy
10,016
+31
+0.3% +$1.14K 0.08% 113
2023
Q4 		$382K Buy
9,985
+2,048
+26% +$71.2K 0.09% 110
2023
Q3 		$283K Hold
7,937
– – 0.07% 109
2023
Q2 		$341K Buy
7,937
+323
+4% +$13.3K 0.08% 116
2023
Q1 		$313K Hold
7,614
– – 0.07% 128
2022
Q4 		$295K Buy
7,614
+929
+14% +$36.7K 0.07% 140
2022
Q3 		$279K Hold
6,685
– – 0.06% 168
2022
Q2 		$308K Buy
6,685
+1,359
+26% +$68.5K 0.07% 169
2022
Q1 		$306K Hold
5,326
– – 0.05% 189
2021
Q4 		$320K Hold
5,326
– – 0.05% 185
2021
Q3 		$283K Hold
5,326
– – 0.05% 197
2021
Q2 		$261K Sell
5,326
-3,573
-40% -$168K 0.04% 217
2021
Q1 		$391K Buy
8,899
+6,964
+360% +$288K 0.05% 261
2020
Q4 		$75K Buy
+1,935
New +$70.6K 0.01% 351

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

Longfellow Investment Management's UDR Position: Q2 2026 in Review

Longfellow Investment Management sold out of UDR (UDR) in Q2 2026, closing a stake of 17,569 shares — an estimated $593K sold.

Longfellow Investment Management first reported a position in UDR in Q4 2020 and held it in 22 quarters. The position peaked at $655K in Q3 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Longfellow Investment Management reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
  • Longfellow Investment Management sold 17,569 UDR shares in Q2 2026, an estimated $593K.
  • Longfellow Investment Management first reported a position in UDR in Q4 2020 and held it in 22 quarters.
  • Longfellow Investment Management's UDR position peaked at $655K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.