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Sun Life Financial’s UDR UDR Stock Holding History

Sun Life Financial’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 		$109K Buy
+3,215
New +$118K 0.01% 43
2021
Q2 		– Sell
-176
Closed -$8K – 458
2021
Q1 		$8K Sell
176
-216,440
-100% -$8.95M ﹤0.01% 439
2020
Q4 		$8.32M Buy
216,616
+57,718
+36% +$2.11M 1.09% 11
2020
Q3 		$5.18M Buy
158,898
+135,328
+574% +$4.75M 0.83% 16
2020
Q2 		$881K Buy
23,570
+23,393
+13,216% +$873K 0.17% 38
2020
Q1 		$6K Buy
177
+5
+3% +$226 ﹤0.01% 354
2019
Q4 		$8K Sell
172
-65
-27% -$3.12K ﹤0.01% 365
2019
Q3 		$11K Buy
237
+13
+6% +$612 ﹤0.01% 495
2019
Q2 		$10K Sell
224
-245
-52% -$11K ﹤0.01% 508
2019
Q1 		$21K Sell
469
-269
-36% -$11.7K ﹤0.01% 500
2018
Q4 		$29K Buy
738
+3
+0.4% +$121 0.01% 506
2018
Q3 		$30K Buy
735
+10
+1% +$389 0.01% 548
2018
Q2 		$27K Buy
725
+682
+1,586% +$24.7K ﹤0.01% 558
2018
Q1 		$1.22K Sell
43
-542
-93% -$19.1K 0.01% 292
2017
Q4 		$23K Sell
585
-1,383
-70% -$53.8K ﹤0.01% 412
2017
Q3 		$75K Buy
1,968
+4
+0.2% +$155 0.01% 404
2017
Q2 		$77K Buy
1,964
+1,959
+39,180% +$74.6K 0.01% 389
2017
Q1 		$144 Hold
5
– – ﹤0.01% 336
2016
Q4 		$143 Buy
+5
New +$171 ﹤0.01% 290

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

Sun Life Financial's UDR Position: Q1 2026 in Review

Sun Life Financial opened a new position in UDR (UDR) in Q1 2026: 3,215 shares worth $109K. The stake represents 0.01% of the portfolio and ranks #43 among its holdings. This is a return to the name: Sun Life Financial previously reported a position in UDR as recently as Q1 2021.

Sun Life Financial first reported a position in UDR in Q4 2016 and has held it in 19 quarters since. The position peaked at $8.32M in Q4 2020. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Sun Life Financial held 3,215 shares of UDR worth $109K as of Q1 2026.
  • UDR was a new Sun Life Financial position in Q1 2026.
  • UDR made up 0.01% of Sun Life Financial's portfolio in Q1 2026, its #43 holding.
  • Sun Life Financial first reported a position in UDR in Q4 2016 and has held it in 19 quarters since.
  • Sun Life Financial's UDR position peaked at $8.32M in Q4 2020.
  • 525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Sun Life Financial's 13F filing for Q1 2026, filed 14 May 2026.