T
UDR icon

TOBAM’s UDR UDR Stock Holding History

TOBAM’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
Q1 		– Sell
-472
Closed -$17K – 287
2025
Q4 		$17K Hold
472
– – ﹤0.01% 242
2025
Q3 		$18K Hold
472
– – 0.01% 201
2025
Q2 		$19K Sell
472
-591
-56% -$24.5K 0.01% 206
2025
Q1 		$48K Sell
1,063
-491
-32% -$21K 0.02% 172
2024
Q4 		$67K Buy
1,554
+208
+15% +$9.2K 0.02% 269
2024
Q3 		$61K Sell
1,346
-48
-3% -$2.06K 0.01% 295
2024
Q2 		$57K Sell
1,394
-141
-9% -$5.43K 0.01% 292
2024
Q1 		$57K Sell
1,535
-6
-0.4% -$221 0.01% 347
2023
Q4 		$59K Sell
1,541
-10
-0.6% -$348 0.01% 335
2023
Q3 		$55K Sell
1,551
-824
-35% -$32.8K ﹤0.01% 326
2023
Q2 		$102K Buy
2,375
+802
+51% +$33K 0.01% 308
2023
Q1 		$65K Sell
1,573
-900
-36% -$37.2K ﹤0.01% 334
2022
Q4 		$96K Buy
2,473
+930
+60% +$36.7K 0.01% 305
2022
Q3 		$64K Hold
1,543
– – ﹤0.01% 332
2022
Q2 		$71K Hold
1,543
– – ﹤0.01% 342
2022
Q1 		$89K Buy
1,543
+794
+106% +$45.1K ﹤0.01% 318
2021
Q4 		$45K Hold
749
– – ﹤0.01% 367
2021
Q3 		$40K Hold
749
– – ﹤0.01% 391
2021
Q2 		$37K Hold
749
– – ﹤0.01% 400
2021
Q1 		$33K Hold
749
– – ﹤0.01% 411
2020
Q4 		$29K Hold
749
– – ﹤0.01% 412
2020
Q3 		$24K Buy
+749
New +$26.3K ﹤0.01% 408

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

TOBAM's UDR Position: Q1 2026 in Review

TOBAM sold out of UDR (UDR) in Q1 2026, closing a stake of 472 shares — an estimated $17K sold.

TOBAM first reported a position in UDR in Q3 2020 and held it in 22 quarters. The position peaked at $102K in Q2 2023. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • TOBAM reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
  • TOBAM sold 472 UDR shares in Q1 2026, an estimated $17K.
  • TOBAM first reported a position in UDR in Q3 2020 and held it in 22 quarters.
  • TOBAM's UDR position peaked at $102K in Q2 2023.
  • 528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on TOBAM's 13F filing for Q1 2026, filed 12 May 2026.