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NEOS Investment Management’s UDR UDR Stock Holding History

NEOS 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 		$4.59M Buy
114,882
+11,518
+11% +$426K 0.02% 381
2026
Q1 		$3.49M Buy
103,364
+16,612
+19% +$610K 0.02% 395
2025
Q4 		$3.18M Buy
86,752
+19,958
+30% +$710K 0.02% 400
2025
Q3 		$2.49M Buy
66,794
+27,208
+69% +$1.06M 0.02% 408
2025
Q2 		$1.62M Buy
39,586
+13,173
+50% +$546K 0.02% 410
2025
Q1 		$1.19M Buy
26,413
+10,233
+63% +$438K 0.02% 412
2024
Q4 		$702K Buy
16,180
+3,729
+30% +$165K 0.02% 463
2024
Q3 		$565K Buy
12,451
+2,436
+24% +$104K 0.02% 475
2024
Q2 		$412K Buy
10,015
+2,988
+43% +$115K 0.02% 484
2024
Q1 		$263K Buy
+7,027
New +$259K 0.02% 509

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

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

NEOS Investment Management increased its UDR (UDR) stake by 11% in Q2 2026, buying an estimated $426K and bringing the position to 114,882 shares worth $4.59M. The position accounts for 0.02% of the portfolio, ranked #381.

NEOS Investment Management first reported a position in UDR in Q1 2024 and has held it in 10 quarters since. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • NEOS Investment Management held 114,882 shares of UDR worth $4.59M as of Q2 2026.
  • NEOS Investment Management bought 11,518 UDR shares in Q2 2026, an estimated $426K.
  • UDR made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #381 holding.
  • NEOS Investment Management first reported a position in UDR in Q1 2024 and has held it in 10 quarters since.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.