Ray Dalio
UDR icon

Ray Dalio’s UDR UDR Stock Holding History

Ray Dalio’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
Q1 		$526K Buy
+15,573
New +$572K ﹤0.01% 875
2024
Q2 		– Sell
-5,668
Closed -$212K – 942
2024
Q1 		$212K Sell
5,668
-4,742
-46% -$174K ﹤0.01% 671
2023
Q4 		$399K Buy
10,410
+532
+5% +$18.5K ﹤0.01% 720
2023
Q3 		$352K Buy
9,878
+240
+2% +$9.57K ﹤0.01% 714
2023
Q2 		$414K Buy
9,638
+2,781
+41% +$114K ﹤0.01% 660
2023
Q1 		$282K Sell
6,857
-43,197
-86% -$1.78M ﹤0.01% 678
2022
Q4 		$1.94M Buy
50,054
+41,110
+460% +$1.62M 0.01% 539
2022
Q3 		$373K Sell
8,944
-352,065
-98% -$16.2M ﹤0.01% 807
2022
Q2 		$16.6M Buy
361,009
+219,866
+156% +$11.1M 0.07% 238
2022
Q1 		$8.1M Buy
141,143
+113,041
+402% +$6.42M 0.03% 341
2021
Q4 		$1.69M Buy
28,102
+16,483
+142% +$927K 0.01% 483
2021
Q3 		$616K Buy
11,619
+385
+3% +$20.6K ﹤0.01% 571
2021
Q2 		$550K Buy
+11,234
New +$528K ﹤0.01% 643
2020
Q3 		– Sell
-10,734
Closed -$401K – 504
2020
Q2 		$401K Buy
+10,734
New +$401K 0.01% 293
2019
Q3 		– Sell
-27,912
Closed -$1.25M – 392
2019
Q2 		$1.25M Buy
+27,912
New +$1.26M 0.01% 233
2019
Q1 		– Sell
-19,819
Closed -$785K – 501
2018
Q4 		$785K Buy
+19,819
New +$801K 0.01% 361
2018
Q3 		– Sell
-14,711
Closed -$552K – 478
2018
Q2 		$552K Sell
14,711
-8,848
-38% -$320K 0.01% 348
2018
Q1 		$839K Buy
+23,559
New +$830K 0.01% 298
2017
Q3 		– Sell
-9,001
Closed -$351K – 392
2017
Q2 		$351K Buy
+9,001
New +$343K ﹤0.01% 277

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Ray Dalio's UDR Position: Q1 2026 in Review

Ray Dalio opened a new position in UDR (UDR) in Q1 2026: 15,573 shares worth $526K. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Ray Dalio previously reported a position in UDR as recently as Q1 2024.

Ray Dalio first reported a position in UDR in Q2 2017 and has held it in 19 quarters since. The position peaked at $16.6M in Q2 2022. 526 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Ray Dalio held 15,573 shares of UDR worth $526K as of Q1 2026.
  • UDR was a new Ray Dalio position in Q1 2026.
  • UDR made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #875 holding.
  • Ray Dalio first reported a position in UDR in Q2 2017 and has held it in 19 quarters since.
  • Ray Dalio's UDR position peaked at $16.6M in Q2 2022.
  • 526 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.