Rockefeller Capital Management
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Rockefeller Capital Management’s UDR UDR Stock Holding History

Rockefeller Capital 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
Q1 		$578K Buy
17,123
+5,949
+53% +$218K ﹤0.01% 1893
2025
Q4 		$410K Buy
11,174
+1,071
+11% +$38.1K ﹤0.01% 2008
2025
Q3 		$376K Sell
10,103
-790
-7% -$30.8K ﹤0.01% 1909
2025
Q2 		$488K Sell
10,893
-29,226
-73% -$1.21M ﹤0.01% 1562
2025
Q1 		$1.81M Buy
40,119
+12,431
+45% +$532K ﹤0.01% 1074
2024
Q4 		$1.2M Sell
27,688
-3,594
-11% -$159K ﹤0.01% 1188
2024
Q3 		$1.42M Buy
31,282
+91
+0.3% +$3.9K ﹤0.01% 1115
2024
Q2 		$1.28M Sell
31,191
-1,256
-4% -$48.4K ﹤0.01% 1125
2024
Q1 		$1.21M Sell
32,447
-437
-1% -$16.1K ﹤0.01% 1190
2023
Q4 		$1.26M Buy
32,884
+1,126
+4% +$39.2K ﹤0.01% 1069
2023
Q3 		$1.13M Buy
31,758
+25,281
+390% +$1.01M ﹤0.01% 1043
2023
Q2 		$278K Buy
+6,477
New +$266K ﹤0.01% 1539
2023
Q1 		– Sell
-3,415
Closed -$131K – 3771
2022
Q4 		$131K Sell
3,415
-2,163
-39% -$85.4K ﹤0.01% 1879
2022
Q3 		$232K Buy
5,578
+668
+14% +$30.7K ﹤0.01% 1585
2022
Q2 		$225K Buy
4,910
+216
+5% +$10.9K ﹤0.01% 1587
2022
Q1 		$268K Buy
4,694
+1,518
+48% +$86.2K ﹤0.01% 1566
2021
Q4 		$190K Buy
3,176
+443
+16% +$24.9K ﹤0.01% 1663
2021
Q3 		$144K Buy
2,733
+1,508
+123% +$80.6K ﹤0.01% 1709
2021
Q2 		$59K Sell
1,225
-244
-17% -$11.5K ﹤0.01% 2006
2021
Q1 		$63K Buy
1,469
+399
+37% +$16.5K ﹤0.01% 1791
2020
Q4 		$40K Buy
1,070
+460
+75% +$16.8K ﹤0.01% 1749
2020
Q3 		$19K Buy
+610
New +$21.4K ﹤0.01% 1813
2020
Q2 		– Sell
-47
Closed -$2K – 2690
2020
Q1 		$2K Buy
+47
New +$2.13K ﹤0.01% 2215
2019
Q2 		– Sell
-85
Closed -$4K – 1978
2019
Q1 		$4K Buy
+85
New +$3.69K ﹤0.01% 1681

Other funds holding UDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $9.67B AUM 5.55% 1-Year Est. Return

Rockefeller Capital Management's UDR Position: Q1 2026 in Review

Rockefeller Capital Management increased its UDR (UDR) stake by 53% in Q1 2026, buying an estimated $218K and bringing the position to 17,123 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Rockefeller Capital Management first reported a position in UDR in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.81M in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Rockefeller Capital Management held 17,123 shares of UDR worth $578K as of Q1 2026.
  • Rockefeller Capital Management bought 5,949 UDR shares in Q1 2026, an estimated $218K.
  • UDR made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1893 holding.
  • Rockefeller Capital Management first reported a position in UDR in Q1 2019 and has held it in 24 quarters since.
  • Rockefeller Capital Management's UDR position peaked at $1.81M in Q1 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.