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MassMutual Private Wealth & Trust’s UDR UDR Stock Holding History

MassMutual Private Wealth & Trust’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 		$34.5K Sell
864
-184
-18% -$6.8K ﹤0.01% 919
2026
Q1 		$35.4K Sell
1,048
-3
-0.3% -$110 ﹤0.01% 880
2025
Q4 		$38.6K Buy
1,051
+146
+16% +$5.19K ﹤0.01% 872
2025
Q3 		$33.7K Buy
905
+301
+50% +$11.7K ﹤0.01% 924
2025
Q2 		$24.7K Buy
604
+87
+17% +$3.6K ﹤0.01% 1020
2025
Q1 		$23.4K Sell
517
-69
-12% -$2.96K ﹤0.01% 969
2024
Q4 		$25.4K Buy
586
+121
+26% +$5.35K ﹤0.01% 930
2024
Q3 		$21.1K Buy
465
+15
+3% +$643 ﹤0.01% 893
2024
Q2 		$18.5K Buy
450
+102
+29% +$3.93K ﹤0.01% 884
2024
Q1 		$13K Buy
348
+33
+10% +$1.21K ﹤0.01% 956
2023
Q4 		$12.1K Sell
315
-158
-33% -$5.5K ﹤0.01% 954
2023
Q3 		$16.9K Buy
473
+37
+8% +$1.48K ﹤0.01% 846
2023
Q2 		$18.7K Buy
436
+53
+14% +$2.18K ﹤0.01% 779
2023
Q1 		$15.7K Buy
383
+209
+120% +$8.63K ﹤0.01% 801
2022
Q4 		$7K Sell
174
-82
-32% -$3.24K ﹤0.01% 904
2022
Q3 		$11K Buy
256
+69
+37% +$3.17K ﹤0.01% 741
2022
Q2 		$9K Buy
187
+57
+44% +$2.88K ﹤0.01% 750
2022
Q1 		$7K Buy
130
+13
+11% +$738 ﹤0.01% 847
2021
Q4 		$7K Buy
117
+22
+23% +$1.24K ﹤0.01% 827
2021
Q3 		$5K Hold
95
– – ﹤0.01% 901
2021
Q2 		$5K Sell
95
-49
-34% -$2.31K ﹤0.01% 858
2021
Q1 		$6K Buy
144
+76
+112% +$3.14K ﹤0.01% 696
2020
Q4 		$3K Buy
+68
New +$2.48K ﹤0.01% 759

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

MassMutual Private Wealth & Trust's UDR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its UDR (UDR) stake by 18% in Q2 2026, selling an estimated $6.8K and leaving 864 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

MassMutual Private Wealth & Trust first reported a position in UDR in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.6K in Q4 2025. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 864 shares of UDR worth $34.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 184 UDR shares in Q2 2026, an estimated $6.8K.
  • UDR made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #919 holding.
  • MassMutual Private Wealth & Trust first reported a position in UDR in Q4 2020 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's UDR position peaked at $38.6K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.