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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
Q2 		$188K Buy
4,708
+1,493
+46% +$55.2K 0.01% 39
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 Buy
+5
New +$179 ﹤0.01% 336

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

Sun Life Financial's UDR Position: Q2 2026 in Review

Sun Life Financial increased its UDR (UDR) stake by 46% in Q2 2026, buying an estimated $55.2K and bringing the position to 4,708 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #39.

Sun Life Financial first reported a position in UDR in Q1 2017 and has held it in 19 quarters since. The position peaked at $8.32M in Q4 2020. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Sun Life Financial held 4,708 shares of UDR worth $188K as of Q2 2026.
  • Sun Life Financial bought 1,493 UDR shares in Q2 2026, an estimated $55.2K.
  • UDR made up 0.01% of Sun Life Financial's portfolio in Q2 2026, its #39 holding.
  • Sun Life Financial first reported a position in UDR in Q1 2017 and has held it in 19 quarters since.
  • Sun Life Financial's UDR position peaked at $8.32M in Q4 2020.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Sun Life Financial's 13F filing for Q2 2026, filed 12 Aug 2026.