Synergy Investment Management’s UDR UDR Stock Holding History

Synergy Investment 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	–	Sell	-9	Closed	-$304	–	1184
2026 Q1	$304	Buy	+9	New	+$331	﹤0.01%	859

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Synergy Investment Management's UDR Position: Q2 2026 in Review

Synergy Investment Management sold out of UDR (UDR) in Q2 2026, closing a stake of 9 shares — an estimated $304 sold.

Synergy Investment Management first reported a position in UDR in Q1 2026 and held it in 1 quarter. The position peaked at $304 in Q1 2026. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Synergy Investment Management reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
Synergy Investment Management sold 9 UDR shares in Q2 2026, an estimated $304.
Synergy Investment Management first reported a position in UDR in Q1 2026 and held it in 1 quarter.
Synergy Investment Management's UDR position peaked at $304 in Q1 2026.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.