MV Capital Management’s UDR UDR Stock Holding History

MV Capital 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 Q1	$2.16K	Sell	64 -1	-2%	-$37	﹤0.01%	744
2025 Q4	$2.38K	Sell	65 -3	-4%	-$107	﹤0.01%	704
2025 Q3	$2.53K	Sell	68 -3	-4%	-$117	﹤0.01%	684
2025 Q2	$2.9K	Sell	71 -15	-17%	-$621	﹤0.01%	665
2025 Q1	$3.88K	Sell	86 -3	-3%	-$128	﹤0.01%	641
2024 Q4	$3.86K	Sell	89 -5	-5%	-$221	﹤0.01%	633
2024 Q3	$4.26K	Hold	94	–	–	﹤0.01%	642
2024 Q2	$3.87K	Buy	94 +11	+13%	+$424	﹤0.01%	624
2024 Q1	$3.11K	Hold	83	–	–	﹤0.01%	637
2023 Q4	$3.18K	Sell	83 -100	-55%	-$3.48K	﹤0.01%	626
2023 Q3	$6.53K	Buy	183 +41	+29%	+$1.63K	﹤0.01%	563
2023 Q2	$6.1K	Hold	142	–	–	﹤0.01%	578
2023 Q1	$5.83K	Sell	142 -11	-7%	-$454	﹤0.01%	577
2022 Q4	$5.93K	Buy	153 +110	+256%	+$4.34K	﹤0.01%	533
2022 Q3	$2K	Buy	43 +24	+126%	+$1.1K	﹤0.01%	634
2022 Q2	$1K	Sell	19 -34	-64%	-$1.72K	﹤0.01%	670
2022 Q1	$3K	Buy	53 +23	+77%	+$1.31K	﹤0.01%	638
2021 Q4	$2K	Buy	30 +19	+173%	+$1.07K	﹤0.01%	665
2021 Q3	$1K	Buy	+11	New	+$588	﹤0.01%	710

Other funds holding UDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

MV Capital Management's UDR Position: Q1 2026 in Review

MV Capital Management reduced its UDR (UDR) stake by 1.5% in Q1 2026, selling an estimated $37 and leaving 64 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

MV Capital Management first reported a position in UDR in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.53K in Q3 2023. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

MV Capital Management held 64 shares of UDR worth $2.16K as of Q1 2026.
MV Capital Management sold 1 UDR share in Q1 2026, an estimated $37.
UDR made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #744 holding.
MV Capital Management first reported a position in UDR in Q3 2021 and has held it in 19 quarters since.
MV Capital Management's UDR position peaked at $6.53K in Q3 2023.
525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.