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Oak Thistle LLC’s UDR UDR Stock Holding History

Oak Thistle LLC’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
-99,103
Closed -$3.35M – 637
2026
Q1 		$3.35M Sell
99,103
-14,018
-12% -$515K 0.33% 91
2025
Q4 		$4.15M Buy
113,121
+52,389
+86% +$1.86M 0.58% 9
2025
Q3 		$2.26M Buy
+60,732
New +$2.37M 0.34% 81
2025
Q1 		– Sell
-12,884
Closed -$559K – 565
2024
Q4 		$559K Buy
+12,884
New +$570K 0.17% 224
2024
Q2 		– Sell
-8,047
Closed -$301K – 445
2024
Q1 		$301K Buy
+8,047
New +$296K 0.27% 172
2023
Q4 		– Sell
-36,435
Closed -$1.3M – 648
2023
Q3 		$1.3M Buy
+36,435
New +$1.45M 0.38% 60
2022
Q2 		– Sell
-13,079
Closed -$750K – 414
2022
Q1 		$750K Buy
+13,079
New +$742K 0.4% 67

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oak Thistle LLC's UDR Position: Q2 2026 in Review

Oak Thistle LLC sold out of UDR (UDR) in Q2 2026, closing a stake of 99,103 shares — an estimated $3.35M sold.

Oak Thistle LLC first reported a position in UDR in Q1 2022 and held it in 7 quarters. The position peaked at $4.15M in Q4 2025. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Oak Thistle LLC reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 99,103 UDR shares in Q2 2026, an estimated $3.35M.
  • Oak Thistle LLC first reported a position in UDR in Q1 2022 and held it in 7 quarters.
  • Oak Thistle LLC's UDR position peaked at $4.15M in Q4 2025.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.