UBS AM
UDR icon

UBS AM’s UDR UDR Stock Holding History

UBS AM’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 		$87.3M Sell
2,186,027
-741,739
-25% -$27.4M 0.02% 536
2026
Q1 		$98.9M Buy
2,927,766
+2,923,757
+72,930% +$107M 0.02% 516
2025
Q4 		$147K Sell
4,009
-5,567
-58% -$198K ﹤0.01% 2491
2025
Q3 		$357K Sell
9,576
-3,746,802
-100% -$146M ﹤0.01% 2193
2025
Q2 		$153M Buy
3,756,378
+586,166
+18% +$24.3M 0.03% 449
2025
Q1 		$143M Sell
3,170,212
-37,208
-1% -$1.59M 0.04% 444
2024
Q4 		$139M Buy
3,207,420
+120,456
+4% +$5.33M 0.03% 447
2024
Q3 		$140M Buy
3,086,964
+2,766,172
+862% +$119M 0.04% 436
2024
Q2 		$13.2M Sell
320,792
-2,469,942
-89% -$95.2M ﹤0.01% 1023
2024
Q1 		$104M Sell
2,790,734
-46,099
-2% -$1.7M 0.04% 445
2023
Q4 		$109M Buy
2,836,833
+270,977
+11% +$9.43M 0.04% 417
2023
Q3 		$91.5M Sell
2,565,856
-9,939
-0.4% -$396K 0.04% 424
2023
Q2 		$106M Hold
2,575,795
– – 0.05% 377
2023
Q1 		$106M Buy
2,575,795
+73,451
+3% +$3.03M 0.05% 377
2022
Q4 		$96.9M Buy
2,502,344
+206,998
+9% +$8.18M 0.05% 387
2022
Q3 		$95.7M Sell
2,295,346
-104,433
-4% -$4.79M 0.05% 382
2022
Q2 		$110M Sell
2,399,779
-23,077
-1% -$1.16M 0.06% 350
2022
Q1 		$139M Buy
2,422,856
+35,784
+1% +$2.03M 0.06% 338
2021
Q4 		$143M Buy
2,387,072
+168,095
+8% +$9.46M 0.05% 356
2021
Q3 		$118M Sell
2,218,977
-153,550
-6% -$8.2M 0.05% 380
2021
Q2 		$116M Sell
2,372,527
-259,602
-10% -$12.2M 0.05% 392
2021
Q1 		$115M Buy
2,632,129
+5,503
+0.2% +$228K 0.05% 388
2020
Q4 		$101M Buy
2,626,626
+178,583
+7% +$6.51M 0.05% 402
2020
Q3 		$79.8M Buy
2,448,043
+164,486
+7% +$5.78M 0.04% 395
2020
Q2 		$85.4M Sell
2,283,557
-283,328
-11% -$10.6M 0.05% 347
2020
Q1 		$93.8M Buy
2,566,885
+181,961
+8% +$8.24M 0.07% 285
2019
Q4 		$111M Buy
2,384,924
+151,513
+7% +$7.28M 0.07% 304
2019
Q3 		$108M Buy
2,233,411
+317,903
+17% +$15M 0.07% 281
2019
Q2 		$86M Buy
1,915,508
+103,990
+6% +$4.68M 0.06% 345
2019
Q1 		$82.4M Buy
1,811,518
+190,680
+12% +$8.28M 0.06% 327
2018
Q4 		$64.2M Buy
1,620,838
+62,747
+4% +$2.54M 0.06% 364
2018
Q3 		$63M Sell
1,558,091
-2,533
-0.2% -$98.6K 0.05% 410
2018
Q2 		$58.6M Sell
1,560,624
-60,391
-4% -$2.18M 0.04% 436
2018
Q1 		$57.7M Buy
1,621,015
+259,846
+19% +$9.15M 0.05% 439
2017
Q4 		$52.4M Buy
1,361,169
+49,173
+4% +$1.91M 0.04% 434
2017
Q3 		$49.9M Buy
1,311,996
+50,638
+4% +$1.96M 0.05% 427
2017
Q2 		$49.2M Buy
1,261,358
+37,404
+3% +$1.42M 0.05% 411
2017
Q1 		$44.4M Buy
1,223,954
+157,983
+15% +$5.65M 0.05% 441
2016
Q4 		$38.9M Buy
1,065,971
+42,602
+4% +$1.46M 0.04% 450
2016
Q3 		$36.8M Buy
1,023,369
+20,349
+2% +$742K 0.04% 469
2016
Q2 		$37M Buy
1,003,020
+29,533
+3% +$1.06M 0.04% 450
2016
Q1 		$37.5M Sell
973,487
-266,895
-22% -$9.55M 0.04% 444
2015
Q4 		$46.6M Buy
1,240,382
+79,646
+7% +$2.86M 0.05% 374
2015
Q3 		$40M Buy
1,160,736
+23,522
+2% +$784K 0.04% 441
2015
Q2 		$36.4M Buy
1,137,214
+35,666
+3% +$1.17M 0.03% 515
2015
Q1 		$37.5M Sell
1,101,548
-59,395
-5% -$1.95M 0.04% 507
2014
Q4 		$35.8M Sell
1,160,943
-1,217
-0.1% -$36.5K 0.03% 525
2014
Q3 		$31.7M Sell
1,162,160
-137,369
-11% -$3.97M 0.03% 563
2014
Q2 		$37.2M Buy
1,299,529
+20,104
+2% +$541K 0.04% 505
2014
Q1 		$33M Buy
1,279,425
+164,241
+15% +$4.11M 0.04% 512
2013
Q4 		$26M Buy
1,115,184
+121,858
+12% +$2.92M 0.03% 557
2013
Q3 		$23.5M Sell
993,326
-167,424
-14% -$4.08M 0.03% 553
2013
Q2 		$29.6M Buy
+1,160,750
New +$28.8M 0.04% 455

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

UBS AM's UDR Position: Q2 2026 in Review

UBS AM reduced its UDR (UDR) stake by 25% in Q2 2026, selling an estimated $27.4M and leaving 2,186,027 shares worth $87.3M. The position accounts for 0.02% of the portfolio, ranked #536.

UBS AM first reported a position in UDR in Q2 2013 and has held it in 53 quarters since. The position peaked at $153M in Q2 2025. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • UBS AM held 2,186,027 shares of UDR worth $87.3M as of Q2 2026.
  • UBS AM sold 741,739 UDR shares in Q2 2026, an estimated $27.4M.
  • UDR made up 0.02% of UBS AM's portfolio in Q2 2026, its #536 holding.
  • UBS AM first reported a position in UDR in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's UDR position peaked at $153M in Q2 2025.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.