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Summit Securities Group’s UDR UDR Stock Holding History

Summit Securities 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 		$139K Buy
3,472
+3,423
+6,986% +$127K 0.01% 324
2026
Q1 		$1.66K Sell
49
-4,116
-99% -$151K ﹤0.01% 963
2025
Q4 		$153K Buy
4,165
+3,645
+701% +$130K 0.02% 383
2025
Q3 		$19.4K Buy
520
+317
+156% +$12.4K ﹤0.01% 772
2025
Q2 		$8.29K Buy
+203
New +$8.41K ﹤0.01% 912
2023
Q3 		– Sell
-405
Closed -$17K – 1028
2023
Q2 		$17K Sell
405
-201
-33% -$8.27K ﹤0.01% 681
2023
Q1 		$25K Buy
606
+297
+96% +$12.3K ﹤0.01% 586
2022
Q4 		$12K Sell
309
-5,438
-95% -$215K ﹤0.01% 1013
2022
Q3 		$240K Buy
5,747
+5,122
+820% +$235K 0.02% 394
2022
Q2 		$29K Buy
625
+503
+412% +$25.4K ﹤0.01% 686
2022
Q1 		$7K Buy
+122
New +$6.92K ﹤0.01% 922
2016
Q1 		– Sell
-12,200
Closed -$458K – 329
2015
Q4 		$458K Buy
12,200
+1,544
+14% +$55.4K 0.15% 100
2015
Q3 		$367K Buy
+10,656
New +$355K 0.26% 53

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

Summit Securities Group's UDR Position: Q2 2026 in Review

Summit Securities Group increased its UDR (UDR) stake by 6,986% in Q2 2026, buying an estimated $127K and bringing the position to 3,472 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #324.

Summit Securities Group first reported a position in UDR in Q3 2015 and has held it in 13 quarters since. The position peaked at $458K in Q4 2015. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Summit Securities Group held 3,472 shares of UDR worth $139K as of Q2 2026.
  • Summit Securities Group bought 3,423 UDR shares in Q2 2026, an estimated $127K.
  • UDR made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #324 holding.
  • Summit Securities Group first reported a position in UDR in Q3 2015 and has held it in 13 quarters since.
  • Summit Securities Group's UDR position peaked at $458K in Q4 2015.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.