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
Q2 		$772K Buy
19,340
+2,217
+13% +$82K ﹤0.01% 1856
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Rockefeller Capital Management's UDR Position: Q2 2026 in Review

Rockefeller Capital Management increased its UDR (UDR) stake by 13% in Q2 2026, buying an estimated $82K and bringing the position to 19,340 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Rockefeller Capital Management first reported a position in UDR in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.81M in Q1 2025. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Rockefeller Capital Management held 19,340 shares of UDR worth $772K as of Q2 2026.
  • Rockefeller Capital Management bought 2,217 UDR shares in Q2 2026, an estimated $82K.
  • UDR made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1856 holding.
  • Rockefeller Capital Management first reported a position in UDR in Q1 2019 and has held it in 25 quarters since.
  • Rockefeller Capital Management's UDR position peaked at $1.81M in Q1 2025.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.