STA
UDR icon

Summit Trail Advisors’s UDR UDR Stock Holding History

Summit Trail Advisors’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 		$1.91M Buy
47,845
+447
+0.9% +$16.5K 0.02% 638
2026
Q1 		$1.6M Buy
47,398
+5,148
+12% +$189K 0.02% 688
2025
Q4 		$1.55M Buy
42,250
+2,872
+7% +$102K 0.03% 564
2025
Q3 		$1.47M Buy
39,378
+20,213
+105% +$788K 0.02% 614
2025
Q2 		$783K Buy
+19,165
New +$794K 0.01% 562
2018
Q1 		– Sell
-283
Closed -$10K – 1582
2017
Q4 		$10K Buy
+283
New +$11K ﹤0.01% 1233

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's UDR Position: Q2 2026 in Review

Summit Trail Advisors increased its UDR (UDR) stake by 0.94% in Q2 2026, buying an estimated $16.5K and bringing the position to 47,845 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #638.

Summit Trail Advisors first reported a position in UDR in Q4 2017 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Summit Trail Advisors held 47,845 shares of UDR worth $1.91M as of Q2 2026.
  • Summit Trail Advisors bought 447 UDR shares in Q2 2026, an estimated $16.5K.
  • UDR made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #638 holding.
  • Summit Trail Advisors first reported a position in UDR in Q4 2017 and has held it in 6 quarters since.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.