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One Capital Management’s UDR UDR Stock Holding History

One 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
Q2 		$231K Hold
6,840
– – 0.01% 490
2026
Q1 		$231K Sell
6,840
-1,075
-14% -$39.5K 0.01% 490
2025
Q4 		$290K Sell
7,915
-300
-4% -$10.7K 0.01% 454
2025
Q3 		$306K Hold
8,215
– – 0.01% 417
2025
Q2 		$335K Buy
8,215
+3,480
+73% +$144K 0.01% 394
2025
Q1 		$214K Sell
4,735
-290
-6% -$12.4K 0.01% 388
2024
Q4 		$218K Hold
5,025
– – 0.01% 348
2024
Q3 		$228K Sell
5,025
-400
-7% -$17.1K 0.01% 352
2024
Q2 		$223K Buy
+5,425
New +$209K 0.01% 355

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

One Capital Management's UDR Position: Q2 2026 in Review

One Capital Management held its UDR (UDR) position steady in Q2 2026 at 6,840 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #490.

One Capital Management first reported a position in UDR in Q2 2024 and has held it in 9 quarters since. The position peaked at $335K in Q2 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • One Capital Management held 6,840 shares of UDR worth $231K as of Q2 2026.
  • One Capital Management left its UDR share count unchanged in Q2 2026.
  • UDR made up 0.01% of One Capital Management's portfolio in Q2 2026, its #490 holding.
  • One Capital Management first reported a position in UDR in Q2 2024 and has held it in 9 quarters since.
  • One Capital Management's UDR position peaked at $335K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.