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Swiss Life Asset Management’s UDR UDR Stock Holding History

Swiss Life Asset Management’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 		$1.42M Sell
35,649
-9,686
-21% -$358K 0.01% 628
2026
Q1 		$1.53M Buy
45,335
+6,826
+18% +$251K 0.01% 584
2025
Q4 		$1.41M Buy
38,509
+451
+1% +$16K 0.01% 594
2025
Q3 		$1.42M Buy
38,058
+11,529
+43% +$450K 0.01% 596
2025
Q2 		$1.08M Sell
26,529
-3,631
-12% -$150K 0.01% 618
2025
Q1 		$1.36M Sell
30,160
-898
-3% -$38.5K 0.01% 571
2024
Q4 		$1.35M Buy
31,058
+2,093
+7% +$92.6K 0.01% 545
2024
Q3 		$1.31M Buy
28,965
+755
+3% +$32.4K 0.01% 436
2024
Q2 		$1.16M Sell
28,210
-9,755
-26% -$376K 0.01% 436
2024
Q1 		$1.42M Sell
37,965
-2,499
-6% -$91.9K 0.02% 385
2023
Q4 		$1.55M Buy
+40,464
New +$1.41M 0.02% 453
2021
Q2 		– Sell
-94,030
Closed -$4.12M – 550
2021
Q1 		$4.12M Hold
94,030
– – 0.06% 343
2020
Q4 		$3.61M Buy
94,030
+76,491
+436% +$2.79M 0.05% 356
2020
Q3 		$572K Buy
+17,539
New +$616K 0.01% 407
2020
Q2 		– Sell
-13,263
Closed -$485K – 540
2020
Q1 		$485K Sell
13,263
-1,771
-12% -$80.2K 0.01% 423
2019
Q4 		$702K Sell
15,034
-15,467
-51% -$743K 0.01% 413
2019
Q3 		$1.48M Buy
30,501
+25,332
+490% +$1.19M 0.02% 375
2019
Q2 		$232K Buy
+5,169
New +$233K ﹤0.01% 532
2018
Q4 		– Sell
-28,212
Closed -$1.14M – 450
2018
Q3 		$1.14M Buy
+28,212
New +$1.1M 0.02% 377
2018
Q1 		– Sell
-73,366
Closed -$2.83M – 523
2017
Q4 		$2.83M Buy
73,366
+58,822
+404% +$2.29M 0.06% 178
2017
Q3 		$553K Buy
14,544
+497
+4% +$19.3K 0.01% 366
2017
Q2 		$547K Buy
14,047
+201
+1% +$7.65K 0.01% 397
2017
Q1 		$502K Buy
13,846
+746
+6% +$26.7K 0.01% 382
2016
Q4 		$478K Buy
+13,100
New +$449K 0.02% 371

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Swiss Life Asset Management's UDR Position: Q2 2026 in Review

Swiss Life Asset Management reduced its UDR (UDR) stake by 21% in Q2 2026, selling an estimated $358K and leaving 35,649 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #628.

Swiss Life Asset Management first reported a position in UDR in Q4 2016 and has held it in 24 quarters since. The position peaked at $4.12M in Q1 2021. 330 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Swiss Life Asset Management held 35,649 shares of UDR worth $1.42M as of Q2 2026.
  • Swiss Life Asset Management sold 9,686 UDR shares in Q2 2026, an estimated $358K.
  • UDR made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #628 holding.
  • Swiss Life Asset Management first reported a position in UDR in Q4 2016 and has held it in 24 quarters since.
  • Swiss Life Asset Management's UDR position peaked at $4.12M in Q1 2021.
  • 330 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.