UBS Group’s UDR UDR Stock Holding History

UBS Group’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 Q3	–	Sell	-820,000	Closed	-$32.7M	–	11652
2026 Q2	$32.7M	Hold	820,000	–	–	﹤0.01%	2171
2026 Q1	$27.7M	Sell	820,000 -30,700	-4%	-$1.13M	﹤0.01%	2246
2025 Q4	$31.2M	Buy	850,700 +767,700	+925%	+$27.3M	0.01%	2135
2025 Q3	$3.09M	Buy	83,000 +55,500	+202%	+$2.16M	﹤0.01%	4524
2025 Q2	$1.12M	Buy	+27,500	New	+$1.14M	﹤0.01%	5351
2024 Q1	–	Sell	-70,000	Closed	-$2.68M	–	10042
2023 Q4	$2.68M	Sell	70,000 -100	-0.1%	-$3.48K	﹤0.01%	3497
2023 Q3	$2.5M	Buy	+70,100	New	+$2.79M	﹤0.01%	3227
2023 Q2	–	Sell	-2,900	Closed	-$119K	–	9681
2023 Q1	$119K	Buy	+2,900	New	+$120K	﹤0.01%	5784
2022 Q4	–	Sell	-84,800	Closed	-$3.54M	–	11159
2022 Q3	$3.54M	Sell	84,800 -8,600	-9%	-$395K	﹤0.01%	2659
2022 Q2	$4.3M	Buy	+93,400	New	+$4.71M	﹤0.01%	2496

Other funds holding UDR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group's UDR Position: Q3 2026 in Review

UBS Group reduced its UDR (UDR) stake by 8.6% in Q3 2026, selling an estimated $8.05M and leaving 2,278,531 shares worth $76.4M. The position accounts for 0.01% of the portfolio, ranked #1307.

UBS Group first reported a position in UDR in Q4 2014 and has held it in 48 quarters since. The position peaked at $100M in Q2 2026. 445 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

UBS Group held 2,278,531 shares of UDR worth $76.4M as of Q3 2026.
UBS Group sold 214,676 UDR shares in Q3 2026, an estimated $8.05M.
UDR made up 0.01% of UBS Group's portfolio in Q3 2026, its #1307 holding.
UBS Group first reported a position in UDR in Q4 2014 and has held it in 48 quarters since.
UBS Group's UDR position peaked at $100M in Q2 2026.
445 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.