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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ossiam's UDR Position: Q4 2025 in Review

Ossiam sold out of UDR (UDR) in Q4 2025, closing a stake of 27,315 shares — an estimated $1.02M sold.

Ossiam first reported a position in UDR in Q1 2019 and held it in 23 quarters. The position peaked at $1.6M in Q3 2021. 524 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Ossiam reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Ossiam sold 27,315 UDR shares in Q4 2025, an estimated $1.02M.
  • Ossiam first reported a position in UDR in Q1 2019 and held it in 23 quarters.
  • Ossiam's UDR position peaked at $1.6M in Q3 2021.
  • 524 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Ossiam's 13F filing for Q4 2025, filed 13 Feb 2026.