One Capital Management
UDR icon

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
Q3 		– Sell
-6,840
Closed -$231K – 594
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

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Geode Capital Management
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JP Morgan Chase
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Dimensional Fund Advisors
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CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return
Nuveen
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UBS Group
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One Capital Management's UDR Position: Q3 2026 in Review

One Capital Management sold out of UDR (UDR) in Q3 2026, closing a stake of 6,840 shares — an estimated $231K sold.

One Capital Management first reported a position in UDR in Q2 2024 and held it in 9 quarters. The position peaked at $335K in Q2 2025. 374 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • One Capital Management reported no remaining UDR position as of Q3 2026 after selling out during the quarter.
  • One Capital Management sold 6,840 UDR shares in Q3 2026, an estimated $231K.
  • One Capital Management first reported a position in UDR in Q2 2024 and held it in 9 quarters.
  • One Capital Management's UDR position peaked at $335K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on One Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.