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TCV Trust & Wealth Management’s UDR UDR Stock Holding History

TCV Trust & Wealth 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 		$201K Buy
+5,025
New +$186K 0.02% 225
2026
Q1 		– Sell
-8,375
Closed -$307K – 228
2025
Q4 		$307K Hold
8,375
– – 0.02% 182
2025
Q3 		$312K Sell
8,375
-456
-5% -$17.8K 0.03% 185
2025
Q2 		$361K Hold
8,831
– – 0.03% 170
2025
Q1 		$399K Buy
8,831
+3,242
+58% +$139K 0.04% 154
2024
Q4 		$243K Hold
5,589
– – 0.02% 183
2024
Q3 		$253K Buy
5,589
+424
+8% +$18.2K 0.02% 177
2024
Q2 		$213K Buy
+5,165
New +$199K 0.02% 193
2024
Q1 		– Sell
-5,665
Closed -$217K – 201
2023
Q4 		$217K Buy
5,665
+50
+0.9% +$1.74K 0.02% 181
2023
Q3 		$200K Buy
+5,615
New +$224K 0.02% 186
2019
Q2 		– Sell
-5,386
Closed -$245K – 204
2019
Q1 		$245K Hold
5,386
– – 0.03% 187
2018
Q4 		$214K Sell
5,386
-32
-0.6% -$1.29K 0.03% 192
2018
Q3 		$219K Hold
5,418
– – 0.03% 199
2018
Q2 		$203K Sell
5,418
-500
-8% -$18.1K 0.03% 202
2018
Q1 		$210K Hold
5,918
– – 0.03% 195
2017
Q4 		$228K Sell
5,918
-77
-1% -$2.99K 0.03% 182
2017
Q3 		$228K Sell
5,995
-900
-13% -$34.9K 0.03% 180
2017
Q2 		$269K Hold
6,895
– – 0.04% 161
2017
Q1 		$250K Buy
+6,895
New +$247K 0.04% 171
2015
Q2 		– Sell
-5,881
Closed -$200K – 179
2015
Q1 		$200K Buy
+5,881
New +$193K 0.03% 179

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

TCV Trust & Wealth Management's UDR Position: Q2 2026 in Review

TCV Trust & Wealth Management opened a new position in UDR (UDR) in Q2 2026: 5,025 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: TCV Trust & Wealth Management previously reported a position in UDR as recently as Q4 2025.

TCV Trust & Wealth Management first reported a position in UDR in Q1 2015 and has held it in 20 quarters since. The position peaked at $399K in Q1 2025. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • TCV Trust & Wealth Management held 5,025 shares of UDR worth $201K as of Q2 2026.
  • UDR was a new TCV Trust & Wealth Management position in Q2 2026.
  • UDR made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #225 holding.
  • TCV Trust & Wealth Management first reported a position in UDR in Q1 2015 and has held it in 20 quarters since.
  • TCV Trust & Wealth Management's UDR position peaked at $399K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.