Pathstone Holdings
UDR icon

Pathstone Holdings’s UDR UDR Stock Holding History

Pathstone Holdings’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 		$2.73M Buy
68,200
+50,706
+290% +$1.88M 0.01% 941
2026
Q1 		$591K Buy
17,494
+999
+6% +$36.7K ﹤0.01% 1667
2025
Q4 		$605K Sell
16,495
-1,107
-6% -$39.4K ﹤0.01% 1669
2025
Q3 		$656K Sell
17,602
-15,399
-47% -$601K ﹤0.01% 1635
2025
Q2 		$1.35M Buy
33,001
+4,348
+15% +$180K 0.01% 1225
2025
Q1 		$1.29M Buy
28,653
+434
+2% +$18.6K 0.01% 1237
2024
Q4 		$1.22M Buy
28,219
+1,494
+6% +$66.1K 0.01% 1252
2024
Q3 		$1.21M Buy
26,725
+262
+1% +$11.2K 0.01% 1264
2024
Q2 		$1.09M Buy
26,463
+1,358
+5% +$52.3K ﹤0.01% 1282
2024
Q1 		$939K Buy
25,105
+2,602
+12% +$95.7K ﹤0.01% 1310
2023
Q4 		$862K Buy
+22,503
New +$783K ﹤0.01% 1157

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings's UDR Position: Q2 2026 in Review

Pathstone Holdings increased its UDR (UDR) stake by 290% in Q2 2026, buying an estimated $1.88M and bringing the position to 68,200 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #941.

Pathstone Holdings first reported a position in UDR in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Pathstone Holdings held 68,200 shares of UDR worth $2.73M as of Q2 2026.
  • Pathstone Holdings bought 50,706 UDR shares in Q2 2026, an estimated $1.88M.
  • UDR made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #941 holding.
  • Pathstone Holdings first reported a position in UDR in Q4 2023 and has held it in 11 quarters since.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

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