Principal Financial Group
UDR icon

Principal Financial Group’s UDR UDR Stock Holding History

Principal Financial Group’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 		$19.6M Buy
491,048
+54,334
+12% +$2.01M 0.01% 1002
2026
Q1 		$14.8M Sell
436,714
-82,215
-16% -$3.02M 0.01% 1102
2025
Q4 		$19M Buy
518,929
+16,666
+3% +$593K 0.01% 925
2025
Q3 		$18.7M Buy
502,263
+16,695
+3% +$651K 0.01% 903
2025
Q2 		$19.8M Sell
485,568
-9,565
-2% -$396K 0.01% 848
2025
Q1 		$22.4M Sell
495,133
-17,407
-3% -$745K 0.01% 755
2024
Q4 		$22.2M Buy
512,540
+160,708
+46% +$7.11M 0.01% 795
2024
Q3 		$16M Sell
351,832
-17,338
-5% -$743K 0.01% 979
2024
Q2 		$15.2M Buy
369,170
+6,253
+2% +$241K 0.01% 1027
2024
Q1 		$13.6M Buy
362,917
+4,891
+1% +$180K 0.01% 1149
2023
Q4 		$13.7M Sell
358,026
-3,209
-0.9% -$112K 0.01% 1125
2023
Q3 		$12.9M Buy
361,235
+3,922
+1% +$156K 0.01% 1085
2023
Q2 		$15.4M Sell
357,313
-23,398
-6% -$963K 0.01% 1012
2023
Q1 		$15.6M Buy
380,711
+11,555
+3% +$477K 0.01% 1007
2022
Q4 		$14.3M Sell
369,156
-60,391
-14% -$2.39M 0.01% 1036
2022
Q3 		$17.9M Sell
429,547
-29,143
-6% -$1.34M 0.01% 839
2022
Q2 		$21.1M Buy
458,690
+6,726
+1% +$339K 0.02% 782
2022
Q1 		$25.9M Buy
451,964
+17,189
+4% +$976K 0.02% 753
2021
Q4 		$26.1M Buy
434,775
+3,313
+0.8% +$186K 0.02% 769
2021
Q3 		$22.9M Sell
431,462
-15,557
-3% -$831K 0.01% 837
2021
Q2 		$21.9M Buy
447,019
+8,107
+2% +$381K 0.01% 905
2021
Q1 		$19.3M Sell
438,912
-29,063
-6% -$1.2M 0.01% 947
2020
Q4 		$18M Sell
467,975
-30,202
-6% -$1.1M 0.01% 844
2020
Q3 		$16.2M Sell
498,177
-24,051
-5% -$844K 0.01% 779
2020
Q2 		$19.5M Buy
522,228
+16,442
+3% +$614K 0.02% 662
2020
Q1 		$18.5M Buy
505,786
+2,414
+0.5% +$109K 0.02% 589
2019
Q4 		$23.5M Sell
503,372
-21,368
-4% -$1.03M 0.02% 683
2019
Q3 		$25.4M Buy
524,740
+25,275
+5% +$1.19M 0.02% 611
2019
Q2 		$22.4M Buy
499,465
+10,505
+2% +$473K 0.02% 693
2019
Q1 		$22.2M Sell
488,960
-1,225
-0.2% -$53.2K 0.02% 689
2018
Q4 		$19.4M Buy
490,185
+5,523
+1% +$223K 0.02% 722
2018
Q3 		$19.6M Buy
484,662
+4,288
+0.9% +$167K 0.02% 874
2018
Q2 		$18M Buy
480,374
+78,346
+19% +$2.83M 0.02% 888
2018
Q1 		$14.3M Sell
402,028
-13,991
-3% -$493K 0.01% 1017
2017
Q4 		$16M Buy
416,019
+5,716
+1% +$222K 0.01% 973
2017
Q3 		$15.6M Sell
410,303
-10,448
-2% -$405K 0.02% 966
2017
Q2 		$16.4M Buy
420,751
+15,989
+4% +$609K 0.02% 901
2017
Q1 		$14.7M Buy
404,762
+6,038
+2% +$216K 0.02% 929
2016
Q4 		$14.5M Sell
398,724
-977
-0.2% -$33.5K 0.02% 918
2016
Q3 		$14.4M Sell
399,701
-295,033
-42% -$10.8M 0.02% 874
2016
Q2 		$25.6M Sell
694,734
-383,975
-36% -$13.8M 0.04% 502
2016
Q1 		$41.6M Sell
1,078,709
-1,085,899
-50% -$38.8M 0.06% 302
2015
Q4 		$81.3M Buy
2,164,608
+966,038
+81% +$34.7M 0.12% 195
2015
Q3 		$41.3M Buy
1,198,570
+115,782
+11% +$3.86M 0.06% 299
2015
Q2 		$34.7M Buy
1,082,788
+165,763
+18% +$5.44M 0.05% 356
2015
Q1 		$31.2M Sell
917,025
-1,349,639
-60% -$44.4M 0.05% 389
2014
Q4 		$69.9M Buy
2,266,664
+814,688
+56% +$24.4M 0.11% 239
2014
Q3 		$39.6M Sell
1,451,976
-839,193
-37% -$24.3M 0.07% 300
2014
Q2 		$65.6M Buy
2,291,169
+1,641,969
+253% +$44.2M 0.11% 231
2014
Q1 		$16.8M Buy
649,200
+34,469
+6% +$863K 0.03% 601
2013
Q4 		$14.4M Buy
614,731
+9,500
+2% +$228K 0.03% 660
2013
Q3 		$14.3M Buy
605,231
+3,140
+0.5% +$76.4K 0.03% 609
2013
Q2 		$15.3M Buy
+602,091
New +$14.9M 0.03% 539

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

Principal Financial Group's UDR Position: Q2 2026 in Review

Principal Financial Group increased its UDR (UDR) stake by 12% in Q2 2026, buying an estimated $2.01M and bringing the position to 491,048 shares worth $19.6M. The position accounts for 0.01% of the portfolio, ranked #1002.

Principal Financial Group first reported a position in UDR in Q2 2013 and has held it in 53 quarters since. The position peaked at $81.3M in Q4 2015. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Principal Financial Group held 491,048 shares of UDR worth $19.6M as of Q2 2026.
  • Principal Financial Group bought 54,334 UDR shares in Q2 2026, an estimated $2.01M.
  • UDR made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1002 holding.
  • Principal Financial Group first reported a position in UDR in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's UDR position peaked at $81.3M in Q4 2015.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.