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Sentry Investment Management’s UDR UDR Stock Holding History

Sentry Investment 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 		– Sell
-830
Closed -$30K – 459
2025
Q4 		$30K Hold
830
– – 0.02% 474
2025
Q3 		$30K Sell
830
-208
-20% -$8.11K 0.02% 485
2025
Q2 		$43K Hold
1,038
– – 0.02% 421
2025
Q1 		$41K Buy
+1,038
New +$44.4K 0.03% 396
2023
Q4 		– Sell
-1,778
Closed -$63K – 524
2023
Q3 		$63K Sell
1,778
-232
-12% -$9.25K 0.03% 433
2023
Q2 		$86K Hold
2,010
– – 0.03% 420
2023
Q1 		$83K Buy
+2,010
New +$83K 0.03% 396
2022
Q4 		– Sell
-1,805
Closed -$75K – 531
2022
Q3 		$75K Hold
1,805
– – 0.04% 413
2022
Q2 		$83K Sell
1,805
-351
-16% -$17.7K 0.04% 412
2022
Q1 		$124K Sell
2,156
-313
-13% -$17.8K 0.04% 393
2021
Q4 		$148K Hold
2,469
– – 0.04% 379
2021
Q3 		$131K Buy
2,469
+2,277
+1,186% +$122K 0.04% 400
2021
Q2 		$9K Sell
192
-2,904
-94% -$137K ﹤0.01% 465
2021
Q1 		$136K Buy
+3,096
New +$128K 0.04% 394
2020
Q3 		– Sell
-16,849
Closed -$630K – 478
2020
Q2 		$630K Buy
+16,849
New +$629K 0.04% 373
2017
Q3 		– Sell
-20,269
Closed -$790K – 515
2017
Q2 		$790K Buy
20,269
+217
+1% +$8.26K 0.03% 372
2017
Q1 		$727K Sell
20,052
-924
-4% -$33K 0.03% 383
2016
Q4 		$765K Buy
20,976
+4,398
+27% +$151K 0.03% 371
2016
Q3 		$597K Sell
16,578
-2,980
-15% -$109K 0.03% 426
2016
Q2 		$722K Hold
19,558
– – 0.03% 391
2016
Q1 		$754K Buy
+19,558
New +$700K 0.03% 379

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Sentry Investment Management's UDR Position: Q1 2026 in Review

Sentry Investment Management sold out of UDR (UDR) in Q1 2026, closing a stake of 830 shares — an estimated $30K sold.

Sentry Investment Management first reported a position in UDR in Q1 2016 and held it in 21 quarters. The position peaked at $790K in Q2 2017. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Sentry Investment Management reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 830 UDR shares in Q1 2026, an estimated $30K.
  • Sentry Investment Management first reported a position in UDR in Q1 2016 and held it in 21 quarters.
  • Sentry Investment Management's UDR position peaked at $790K in Q2 2017.
  • 528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.