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Rothschild Investment LLC’s UDR UDR Stock Holding History

Rothschild Investment LLC’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 		$146K Buy
3,661
+1,086
+42% +$40.2K 0.01% 948
2026
Q1 		$87K Buy
2,575
+209
+9% +$7.67K ﹤0.01% 942
2025
Q4 		$86.8K Buy
2,366
+1,552
+191% +$55.2K ﹤0.01% 851
2025
Q3 		$30.3K Sell
814
-171
-17% -$6.67K ﹤0.01% 1131
2025
Q2 		$40.2K Buy
985
+70
+8% +$2.9K ﹤0.01% 835
2025
Q1 		$41.3K Hold
915
– – ﹤0.01% 819
2024
Q4 		$39.7K Buy
915
+40
+5% +$1.77K ﹤0.01% 833
2024
Q3 		$39.7K Buy
875
+25
+3% +$1.07K ﹤0.01% 835
2024
Q2 		$35K Buy
850
+245
+40% +$9.44K ﹤0.01% 838
2024
Q1 		$22.6K Buy
605
+50
+9% +$1.84K ﹤0.01% 894
2023
Q4 		$21.3K Buy
+555
New +$19.3K ﹤0.01% 848

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rothschild Investment LLC's UDR Position: Q2 2026 in Review

Rothschild Investment LLC increased its UDR (UDR) stake by 42% in Q2 2026, buying an estimated $40.2K and bringing the position to 3,661 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #948.

Rothschild Investment LLC first reported a position in UDR in Q4 2023 and has held it in 11 quarters since. 391 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Rothschild Investment LLC held 3,661 shares of UDR worth $146K as of Q2 2026.
  • Rothschild Investment LLC bought 1,086 UDR shares in Q2 2026, an estimated $40.2K.
  • UDR made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #948 holding.
  • Rothschild Investment LLC first reported a position in UDR in Q4 2023 and has held it in 11 quarters since.
  • 391 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.