MOTCO’s UDR UDR Stock Holding History

MOTCO’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	$240	Buy	+6	New	+$222	﹤0.01%	804
2023 Q3	–	Sell	-5	Closed	-$215	–	953
2023 Q2	$215	Buy	+5	New	+$206	﹤0.01%	954
2021 Q1	–	Sell	-3	Closed	–	–	795
2020 Q4	$0	Hold	3	–	–	﹤0.01%	860
2020 Q3	$0	Hold	3	–	–	﹤0.01%	766
2020 Q2	$0	Hold	3	–	–	﹤0.01%	741
2020 Q1	$0	Buy	+3	New	+$136	﹤0.01%	750

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

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

MOTCO's UDR Position: Q2 2026 in Review

MOTCO opened a new position in UDR (UDR) in Q2 2026: 6 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: MOTCO previously reported a position in UDR as recently as Q2 2023.

MOTCO first reported a position in UDR in Q1 2020 and has held it in 6 quarters since. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

MOTCO held 6 shares of UDR worth $240 as of Q2 2026.
UDR was a new MOTCO position in Q2 2026.
UDR made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #804 holding.
MOTCO first reported a position in UDR in Q1 2020 and has held it in 6 quarters since.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.