Thompson Siegel & Walmsley’s UDR UDR Stock Holding History

Thompson Siegel & Walmsley’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	$355K	Hold	8,901	–	–	0.01%	390
2026 Q1	$301K	Hold	8,901	–	–	0.01%	395
2025 Q4	$326K	Hold	8,901	–	–	0.01%	371
2025 Q3	$332K	Sell	8,901 -141	-2%	-$5.5K	0.01%	374
2025 Q2	$369K	Sell	9,042 -60	-0.7%	-$2.48K	0.01%	359
2025 Q1	$411K	Hold	9,102	–	–	0.01%	344
2024 Q4	$395K	Sell	9,102 -91	-1%	-$4.02K	0.01%	332
2024 Q3	$417K	Hold	9,193	–	–	0.01%	332
2024 Q2	$378K	Hold	9,193	–	–	0.01%	318
2024 Q1	$344K	Hold	9,193	–	–	0.01%	322
2023 Q4	$352K	Sell	9,193 -44,690	-83%	-$1.55M	0.01%	311
2023 Q3	$1.92M	Hold	53,883	–	–	0.03%	241
2023 Q2	$2.31M	Hold	53,883	–	–	0.04%	223
2023 Q1	$2.21M	Sell	53,883 -28,794	-35%	-$1.19M	0.04%	224
2022 Q4	$3.2M	Sell	82,677 -21,190	-20%	-$837K	0.05%	203
2022 Q3	$4.33M	Hold	103,867	–	–	0.08%	197
2022 Q2	$4.78M	Sell	103,867 -3,371	-3%	-$170K	0.08%	197
2022 Q1	$6.15M	Buy	107,238 +93,981	+709%	+$5.33M	0.09%	197
2021 Q4	$795K	Sell	13,257 -325	-2%	-$18.3K	0.01%	280
2021 Q3	$720K	Hold	13,582	–	–	0.01%	286
2021 Q2	$665K	Hold	13,582	–	–	0.01%	294
2021 Q1	$596K	Sell	13,582 -2,500	-16%	-$103K	0.01%	284
2020 Q4	$618K	Sell	16,082 -667	-4%	-$24.3K	0.01%	266
2020 Q3	$546K	Hold	16,749	–	–	0.01%	267
2020 Q2	$626K	Buy	16,749 +697	+4%	+$26K	0.01%	260
2020 Q1	$587K	Hold	16,052	–	–	0.01%	253
2019 Q4	$750K	Sell	16,052 -482	-3%	-$23.1K	0.01%	285
2019 Q3	$802K	Hold	16,534	–	–	0.01%	278
2019 Q2	$742K	Sell	16,534 -114	-0.7%	-$5.13K	0.01%	293
2019 Q1	$757K	Hold	16,648	–	–	0.01%	294
2018 Q4	$660K	Sell	16,648 -559	-3%	-$22.6K	0.01%	290
2018 Q3	$696K	Sell	17,207 -270	-2%	-$10.5K	0.01%	326
2018 Q2	$656K	Sell	17,477 -89	-0.5%	-$3.22K	0.01%	323
2018 Q1	$626K	Sell	17,566 -769	-4%	-$27.1K	0.01%	332
2017 Q4	$706K	Buy	18,335 +1,980	+12%	+$77K	0.01%	322
2017 Q3	$622K	Hold	16,355	–	–	0.01%	336
2017 Q2	$637K	Hold	16,355	–	–	0.01%	340
2017 Q1	$593K	Buy	16,355 +619	+4%	+$22.1K	0.01%	383
2016 Q4	$574K	Sell	15,736 -613	-4%	-$21K	0.01%	340
2016 Q3	$588K	Hold	16,349	–	–	0.01%	330
2016 Q2	$604K	Sell	16,349 -77	-0.5%	-$2.76K	0.01%	313
2016 Q1	$633K	Hold	16,426	–	–	0.01%	305
2015 Q4	$617K	Sell	16,426 -298	-2%	-$10.7K	0.01%	307
2015 Q3	$577K	Hold	16,724	–	–	0.01%	318
2015 Q2	$536K	Buy	16,724 +364	+2%	+$12K	0.01%	325
2015 Q1	$557K	Hold	16,360	–	–	0.01%	321
2014 Q4	$504K	Sell	16,360 -373	-2%	-$11.2K	0.01%	333
2014 Q3	$456K	Sell	16,733 -1,000	-6%	-$28.9K	0.01%	325
2014 Q2	$508K	Sell	17,733 -1,000	-5%	-$26.9K	0.01%	322
2014 Q1	$484K	Sell	18,733 -2,000	-10%	-$50.1K	0.01%	327
2013 Q4	$484K	Sell	20,733 -108	-0.5%	-$2.59K	0.01%	330
2013 Q3	$494K	Hold	20,841	–	–	0.01%	328
2013 Q2	$531K	Buy	+20,841	New	+$517K	0.01%	321

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

Thompson Siegel & Walmsley's UDR Position: Q2 2026 in Review

Thompson Siegel & Walmsley held its UDR (UDR) position steady in Q2 2026 at 8,901 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #390.

Thompson Siegel & Walmsley first reported a position in UDR in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.15M in Q1 2022. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Thompson Siegel & Walmsley held 8,901 shares of UDR worth $355K as of Q2 2026.
Thompson Siegel & Walmsley left its UDR share count unchanged in Q2 2026.
UDR made up 0.01% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #390 holding.
Thompson Siegel & Walmsley first reported a position in UDR in Q2 2013 and has held it in 53 quarters since.
Thompson Siegel & Walmsley's UDR position peaked at $6.15M in Q1 2022.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.