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Ossiam’s UDR UDR Stock Holding History

Ossiam’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 		$270K Buy
+6,766
New +$250K ﹤0.01% 561
2025
Q4 		– Sell
-27,315
Closed -$1.02M – 692
2025
Q3 		$1.02M Sell
27,315
-2,084
-7% -$81.3K 0.01% 474
2025
Q2 		$1.2M Sell
29,399
-59
-0.2% -$2.44K 0.01% 354
2025
Q1 		$1.33M Sell
29,458
-6,780
-19% -$290K 0.02% 284
2024
Q4 		$1.57M Buy
36,238
+5,579
+18% +$247K 0.03% 279
2024
Q3 		$1.39M Sell
30,659
-4,702
-13% -$201K 0.03% 286
2024
Q2 		$1.46M Buy
35,361
+7,647
+28% +$295K 0.03% 275
2024
Q1 		$1.04M Buy
27,714
+1,889
+7% +$69.5K 0.02% 375
2023
Q4 		$989K Sell
25,825
-5,046
-16% -$176K 0.02% 364
2023
Q3 		$1.1M Sell
30,871
-5,091
-14% -$203K 0.02% 330
2023
Q2 		$1.54M Buy
35,962
+21,176
+143% +$871K 0.03% 241
2023
Q1 		$607K Buy
14,786
+8,379
+131% +$346K 0.01% 365
2022
Q4 		$248K Buy
6,407
+3,510
+121% +$139K 0.01% 452
2022
Q3 		$121K Sell
2,897
-9,526
-77% -$437K ﹤0.01% 526
2022
Q2 		$572K Buy
12,423
+799
+7% +$40.3K 0.02% 288
2022
Q1 		$667K Sell
11,624
-2,400
-17% -$136K 0.02% 275
2021
Q4 		$841K Sell
14,024
-16,203
-54% -$912K 0.02% 254
2021
Q3 		$1.6M Buy
30,227
+28,016
+1,267% +$1.5M 0.05% 199
2021
Q2 		$122K Buy
+2,211
New +$104K ﹤0.01% 392
2020
Q4 		– Sell
-5,016
Closed -$164K – 463
2020
Q3 		$164K Buy
+5,016
New +$176K 0.01% 344
2020
Q1 		– Sell
-12,495
Closed -$584K – 509
2019
Q4 		$584K Buy
12,495
+11,322
+965% +$544K 0.04% 199
2019
Q3 		$57K Sell
1,173
-18,473
-94% -$870K ﹤0.01% 414
2019
Q2 		$882K Buy
19,646
+17,253
+721% +$777K 0.07% 158
2019
Q1 		$109K Buy
+2,393
New +$104K 0.01% 238

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

Ossiam's UDR Position: Q2 2026 in Review

Ossiam opened a new position in UDR (UDR) in Q2 2026: 6,766 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Ossiam previously reported a position in UDR as recently as Q3 2025.

Ossiam first reported a position in UDR in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.6M in Q3 2021. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Ossiam held 6,766 shares of UDR worth $270K as of Q2 2026.
  • UDR was a new Ossiam position in Q2 2026.
  • UDR made up ﹤0.01% of Ossiam's portfolio in Q2 2026, its #561 holding.
  • Ossiam first reported a position in UDR in Q1 2019 and has held it in 24 quarters since.
  • Ossiam's UDR position peaked at $1.6M in Q3 2021.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.