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Tortoise Investment Management’s UDR UDR Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-7
Closed -$261 – 1366
2025
Q3 		$261 Sell
7
-6
-46% -$234 ﹤0.01% 1278
2025
Q2 		$531 Buy
+13
New +$538 ﹤0.01% 1089

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
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

Tortoise Investment Management's UDR Position: Q4 2025 in Review

Tortoise Investment Management sold out of UDR (UDR) in Q4 2025, closing a stake of 7 shares — an estimated $261 sold.

Tortoise Investment Management first reported a position in UDR in Q2 2025 and held it in 2 quarters. The position peaked at $531 in Q2 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Tortoise Investment Management reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 7 UDR shares in Q4 2025, an estimated $261.
  • Tortoise Investment Management first reported a position in UDR in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's UDR position peaked at $531 in Q2 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.