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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

SummitTX Capital's UDR Position: Q1 2026 in Review

SummitTX Capital reduced its UDR (UDR) stake by 84% in Q1 2026, selling an estimated $7.56M and leaving 40,167 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #380.

SummitTX Capital first reported a position in UDR in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.02M in Q4 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • SummitTX Capital held 40,167 shares of UDR worth $1.36M as of Q1 2026.
  • SummitTX Capital sold 205,744 UDR shares in Q1 2026, an estimated $7.56M.
  • UDR made up 0.04% of SummitTX Capital's portfolio in Q1 2026, its #380 holding.
  • SummitTX Capital first reported a position in UDR in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's UDR position peaked at $9.02M in Q4 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.