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Sophron Capital Management’s UDR UDR Stock Holding History

Sophron 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 		$8.51M Sell
213,157
-172,655
-45% -$6.39M 2.64% 18
2026
Q1 		$13M Buy
385,812
+32,722
+9% +$1.2M 3.84% 9
2025
Q4 		$13M Buy
353,090
+65,738
+23% +$2.34M 4.16% 8
2025
Q3 		$10.7M Buy
287,352
+225,920
+368% +$8.81M 3.3% 13
2025
Q2 		$2.51M Buy
+61,432
New +$2.54M 0.77% 31

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 $3.37T AUM 44.26% 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

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

Sophron Capital Management reduced its UDR (UDR) stake by 45% in Q2 2026, selling an estimated $6.39M and leaving 213,157 shares worth $8.51M. The position accounts for 2.64% of the portfolio, ranked #18.

Sophron Capital Management first reported a position in UDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $13M in Q1 2026. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Sophron Capital Management held 213,157 shares of UDR worth $8.51M as of Q2 2026.
  • Sophron Capital Management sold 172,655 UDR shares in Q2 2026, an estimated $6.39M.
  • UDR made up 2.64% of Sophron Capital Management's portfolio in Q2 2026, its #18 holding.
  • Sophron Capital Management first reported a position in UDR in Q2 2025 and has held it in 5 quarters since.
  • Sophron Capital Management's UDR position peaked at $13M in Q1 2026.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Sophron Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.