Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s UDR UDR Stock Holding History

Sumitomo Mitsui Trust Group’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 		$57M Sell
1,426,925
-729,944
-34% -$27M 0.03% 424
2026
Q1 		$72.9M Sell
2,156,869
-53,783
-2% -$1.98M 0.05% 343
2025
Q4 		$81.1M Buy
2,210,652
+116,768
+6% +$4.15M 0.05% 341
2025
Q3 		$78M Buy
2,093,884
+30,242
+1% +$1.18M 0.04% 354
2025
Q2 		$84.3M Sell
2,063,642
-100,565
-5% -$4.16M 0.05% 329
2025
Q1 		$97.8M Buy
2,164,207
+13,720
+0.6% +$587K 0.07% 279
2024
Q4 		$93.4M Sell
2,150,487
-115,698
-5% -$5.12M 0.06% 296
2024
Q3 		$103M Sell
2,266,185
-17,804
-0.8% -$763K 0.07% 267
2024
Q2 		$94M Sell
2,283,989
-58,836
-3% -$2.27M 0.07% 269
2024
Q1 		$87.6M Buy
2,342,825
+512,388
+28% +$18.9M 0.06% 331
2023
Q4 		$70.1M Buy
1,830,437
+809,273
+79% +$28.2M 0.05% 378
2023
Q3 		$36.4M Sell
1,021,164
-89,538
-8% -$3.57M 0.03% 544
2023
Q2 		$47.7M Sell
1,110,702
-174,969
-14% -$7.2M 0.04% 486
2023
Q1 		$52.8M Sell
1,285,671
-13,284
-1% -$549K 0.04% 480
2022
Q4 		$50.3M Sell
1,298,955
-9,625
-0.7% -$380K 0.04% 493
2022
Q3 		$54.6M Buy
1,308,580
+53,693
+4% +$2.46M 0.04% 457
2022
Q2 		$57.8M Buy
1,254,887
+10,540
+0.8% +$532K 0.04% 453
2022
Q1 		$71.4M Buy
1,244,347
+11,923
+1% +$677K 0.05% 426
2021
Q4 		$73.9M Sell
1,232,424
-195,593
-14% -$11M 0.05% 428
2021
Q3 		$75.7M Sell
1,428,017
-87,974
-6% -$4.7M 0.05% 421
2021
Q2 		$74.3M Buy
1,515,991
+44,901
+3% +$2.11M 0.04% 433
2021
Q1 		$64.5M Sell
1,471,090
-70,926
-5% -$2.93M 0.04% 462
2020
Q4 		$59.3M Sell
1,542,016
-350,381
-19% -$12.8M 0.04% 467
2020
Q3 		$61.7M Sell
1,892,397
-165,178
-8% -$5.8M 0.04% 434
2020
Q2 		$76.2M Buy
2,057,575
+56,395
+3% +$2.11M 0.05% 375
2020
Q1 		$72.4M Buy
2,001,180
+405,348
+25% +$18.3M 0.06% 341
2019
Q4 		$74M Buy
1,595,832
+126,904
+9% +$6.09M 0.06% 355
2019
Q3 		$71.2M Buy
1,468,928
+87,216
+6% +$4.11M 0.06% 331
2019
Q2 		$62M Buy
1,381,712
+136,482
+11% +$6.15M 0.06% 363
2019
Q1 		$56.6M Sell
1,245,230
-19,157
-2% -$832K 0.05% 381
2018
Q4 		$49.8M Buy
1,264,387
+70,054
+6% +$2.83M 0.05% 370
2018
Q3 		$48.3M Buy
1,194,333
+42,632
+4% +$1.66M 0.05% 392
2018
Q2 		$43.2M Buy
1,151,701
+49,485
+4% +$1.79M 0.05% 404
2018
Q1 		$39.3M Buy
1,102,216
+10,275
+0.9% +$362K 0.05% 408
2017
Q4 		$42.1M Buy
1,091,941
+15,400
+1% +$599K 0.05% 379
2017
Q3 		$40.9M Buy
1,076,541
+76,711
+8% +$2.97M 0.06% 352
2017
Q2 		$39M Buy
999,830
+5,498
+0.6% +$209K 0.06% 360
2017
Q1 		$36.1M Sell
994,332
-14,208
-1% -$508K 0.06% 379
2016
Q4 		$36.8M Buy
1,008,540
+19,619
+2% +$672K 0.06% 356
2016
Q3 		$35.6M Sell
988,921
-5,251
-0.5% -$191K 0.06% 375
2016
Q2 		$36.7M Buy
994,172
+356
+0% +$12.8K 0.06% 343
2016
Q1 		$38.3M Buy
993,816
+75,045
+8% +$2.68M 0.07% 330
2015
Q4 		$34.7M Buy
918,771
+53,510
+6% +$1.92M 0.06% 351
2015
Q3 		$29.8M Buy
865,261
+14,707
+2% +$490K 0.06% 387
2015
Q2 		$27M Sell
850,554
-17,425
-2% -$572K 0.05% 431
2015
Q1 		$29.5M Buy
867,979
+66,326
+8% +$2.18M 0.05% 411
2014
Q4 		$25.1M Buy
801,653
+16,314
+2% +$489K 0.05% 436
2014
Q3 		$21.4M Buy
785,339
+20,583
+3% +$595K 0.04% 464
2014
Q2 		$21.9M Sell
764,756
-14,678
-2% -$395K 0.05% 459
2014
Q1 		$20.1M Buy
779,434
+5,123
+0.7% +$128K 0.04% 478
2013
Q4 		$18.1M Sell
774,311
-60,764
-7% -$1.46M 0.04% 519
2013
Q3 		$19.6M Sell
835,075
-10,973
-1% -$267K 0.04% 487
2013
Q2 		$21.4M Buy
+846,048
New +$21M 0.05% 443

Other funds holding UDR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UDR Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its UDR (UDR) stake by 34% in Q2 2026, selling an estimated $27M and leaving 1,426,925 shares worth $57M. The position accounts for 0.03% of the portfolio, ranked #424.

Sumitomo Mitsui Trust Group first reported a position in UDR in Q2 2013 and has held it in 53 quarters since. The position peaked at $103M in Q3 2024. 163 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 1,426,925 shares of UDR worth $57M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 729,944 UDR shares in Q2 2026, an estimated $27M.
  • UDR made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #424 holding.
  • Sumitomo Mitsui Trust Group first reported a position in UDR in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui Trust Group's UDR position peaked at $103M in Q3 2024.
  • 163 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.