O'Shaughnessy Asset Management’s UDR UDR Stock Holding History

O'Shaughnessy Asset 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	$2.54M	Buy	63,518 +35,302	+125%	+$1.31M	0.01%	808
2026 Q1	$953K	Buy	28,216 +13,074	+86%	+$480K	﹤0.01%	1209
2025 Q4	$555K	Buy	15,142 +202	+1%	+$7.18K	﹤0.01%	1444
2025 Q3	$557K	Sell	14,940 -7,066	-32%	-$276K	﹤0.01%	1424
2025 Q2	$899K	Sell	22,006 -3,369	-13%	-$140K	0.01%	1105
2025 Q1	$1.15M	Buy	25,375 +3,307	+15%	+$142K	0.01%	928
2024 Q4	$958K	Buy	22,068 +3,965	+22%	+$175K	0.01%	981
2024 Q3	$795K	Buy	18,103 +6,066	+50%	+$260K	0.01%	1007
2024 Q2	$495K	Buy	+12,037	New	+$464K	0.01%	1132
2021 Q4	–	Sell	-122	Closed	-$6K	–	2414
2021 Q3	$6K	Hold	122	–	–	﹤0.01%	2299
2021 Q2	$6K	Buy	122 +76	+165%	+$3.58K	﹤0.01%	2115
2021 Q1	$2K	Buy	46 +40	+667%	+$1.65K	﹤0.01%	2100
2020 Q4	$0	Hold	6	–	–	﹤0.01%	2230
2020 Q3	$0	Hold	6	–	–	﹤0.01%	2006
2020 Q2	$0	Sell	6 -33	-85%	-$1.23K	﹤0.01%	1902
2020 Q1	$1K	Buy	+39	New	+$1.76K	﹤0.01%	1247
2019 Q3	–	Sell	-1	Closed	–	–	1250
2019 Q2	$0	Buy	+1	New	+$45	﹤0.01%	1222
2018 Q3	–	Sell	-96	Closed	-$4K	–	975
2018 Q2	$4K	Hold	96	–	–	﹤0.01%	815
2018 Q1	$3K	Hold	96	–	–	﹤0.01%	842
2017 Q4	$4K	Buy	+96	New	+$3.73K	﹤0.01%	840

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

O'Shaughnessy Asset Management's UDR Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its UDR (UDR) stake by 125% in Q2 2026, buying an estimated $1.31M and bringing the position to 63,518 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #808.

O'Shaughnessy Asset Management first reported a position in UDR in Q4 2017 and has held it in 20 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

O'Shaughnessy Asset Management held 63,518 shares of UDR worth $2.54M as of Q2 2026.
O'Shaughnessy Asset Management bought 35,302 UDR shares in Q2 2026, an estimated $1.31M.
UDR made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #808 holding.
O'Shaughnessy Asset Management first reported a position in UDR in Q4 2017 and has held it in 20 quarters since.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.