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SummitTX Capital’s UDR UDR Stock Holding History

SummitTX Capital’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 		– Sell
-40,167
Closed -$1.36M – 1027
2026
Q1 		$1.36M Sell
40,167
-205,744
-84% -$7.56M 0.04% 380
2025
Q4 		$9.02M Buy
245,911
+235,596
+2,284% +$8.38M 0.27% 84
2025
Q3 		$384K Sell
10,315
-44,708
-81% -$1.74M 0.02% 578
2025
Q2 		$2.25M Sell
55,023
-30,085
-35% -$1.25M 0.1% 231
2025
Q1 		$3.84M Buy
+85,108
New +$3.64M 0.17% 145

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 $3.38T AUM 44.17% 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

SummitTX Capital's UDR Position: Q2 2026 in Review

SummitTX Capital sold out of UDR (UDR) in Q2 2026, closing a stake of 40,167 shares — an estimated $1.36M sold.

SummitTX Capital first reported a position in UDR in Q1 2025 and held it in 5 quarters. The position peaked at $9.02M in Q4 2025. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • SummitTX Capital reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 40,167 UDR shares in Q2 2026, an estimated $1.36M.
  • SummitTX Capital first reported a position in UDR in Q1 2025 and held it in 5 quarters.
  • SummitTX Capital's UDR position peaked at $9.02M in Q4 2025.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

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