Private Trust Company’s UDR UDR Stock Holding History

Private Trust Company’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	$42.8K	Sell	1,071 -12	-1%	-$444	﹤0.01%	1448
2026 Q1	$36.6K	Buy	1,083 +10	+0.9%	+$367	﹤0.01%	1436
2025 Q4	$39.4K	Sell	1,073 -8	-0.7%	-$285	﹤0.01%	1377
2025 Q3	$40.3K	Sell	1,081 -14	-1%	-$546	﹤0.01%	1365
2025 Q2	$44.7K	Buy	1,095 +9	+0.8%	+$373	﹤0.01%	1266
2025 Q1	$49.1K	Hold	1,086	–	–	0.01%	1205
2024 Q4	$47.1K	Hold	1,086	–	–	﹤0.01%	1192
2024 Q3	$49.2K	Sell	1,086 -13	-1%	-$557	0.01%	1144
2024 Q2	$45.2K	Buy	1,099 +13	+1%	+$501	﹤0.01%	1153
2024 Q1	$40.6K	Buy	1,086 +19	+2%	+$699	﹤0.01%	1177
2023 Q4	$40.9K	Buy	1,067 +1	+0.1%	+$35	﹤0.01%	1131
2023 Q3	$38K	Sell	1,066 -39	-4%	-$1.55K	0.01%	1118
2023 Q2	$47.5K	Sell	1,105 -84	-7%	-$3.46K	0.01%	1052
2023 Q1	$48.8K	Hold	1,189	–	–	0.01%	1006
2022 Q4	$46K	Buy	1,189 +55	+5%	+$2.17K	0.01%	989
2022 Q3	$47K	Hold	1,134	–	–	0.01%	908
2022 Q2	$52K	Buy	+1,134	New	+$57.2K	0.01%	908
2014 Q4	–	Sell	-1,412	Closed	-$38K	–	1128
2014 Q3	$38K	Hold	1,412	–	–	0.01%	632
2014 Q2	$40K	Hold	1,412	–	–	0.01%	635
2014 Q1	$36K	Hold	1,412	–	–	0.01%	579
2013 Q4	$33K	Hold	1,412	–	–	0.01%	555
2013 Q3	$33K	Hold	1,412	–	–	0.01%	527
2013 Q2	$36K	Buy	+1,412	New	+$35K	0.02%	479

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Private Trust Company's UDR Position: Q2 2026 in Review

Private Trust Company reduced its UDR (UDR) stake by 1.1% in Q2 2026, selling an estimated $444 and leaving 1,071 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Private Trust Company first reported a position in UDR in Q2 2013 and has held it in 23 quarters since. The position peaked at $52K in Q2 2022. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Private Trust Company held 1,071 shares of UDR worth $42.8K as of Q2 2026.
Private Trust Company sold 12 UDR shares in Q2 2026, an estimated $444.
UDR made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1448 holding.
Private Trust Company first reported a position in UDR in Q2 2013 and has held it in 23 quarters since.
Private Trust Company's UDR position peaked at $52K in Q2 2022.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.