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Patton Fund Management’s UDR UDR Stock Holding History

Patton Fund 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 		– Sell
-6,786
Closed -$229K – 447
2026
Q1 		$229K Buy
6,786
+588
+9% +$21.6K 0.04% 391
2025
Q4 		$227K Buy
+6,198
New +$220K 0.03% 261
2025
Q3 		– Sell
-5,333
Closed -$218K – 509
2025
Q2 		$218K Buy
+5,333
New +$221K 0.05% 403

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

Patton Fund Management's UDR Position: Q2 2026 in Review

Patton Fund Management sold out of UDR (UDR) in Q2 2026, closing a stake of 6,786 shares — an estimated $229K sold.

Patton Fund Management first reported a position in UDR in Q2 2025 and held it in 3 quarters. The position peaked at $229K in Q1 2026. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Patton Fund Management reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 6,786 UDR shares in Q2 2026, an estimated $229K.
  • Patton Fund Management first reported a position in UDR in Q2 2025 and held it in 3 quarters.
  • Patton Fund Management's UDR position peaked at $229K in Q1 2026.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.