Vert Asset Management’s UDR UDR Stock Holding History

Vert Asset 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
2026 Q2	$6.4M	Buy	160,196 +6,031	+4%	+$223K	1.75%	18
2026 Q1	$5.21M	Buy	154,165 +1,217	+0.8%	+$44.7K	1.65%	19
2025 Q4	$5.61M	Buy	152,948 +10,863	+8%	+$386K	1.87%	17
2025 Q3	$5.29M	Buy	142,085 +4,307	+3%	+$168K	1.78%	18
2025 Q2	$5.63M	Sell	137,778 -8,901	-6%	-$369K	2.05%	15
2025 Q1	$6.63M	Buy	146,679 +8,817	+6%	+$378K	2.28%	16
2024 Q4	$5.98M	Buy	137,862 +7,879	+6%	+$348K	2.05%	18
2024 Q3	$5.89M	Buy	129,983 +746	+0.6%	+$32K	2.03%	18
2024 Q2	$5.32M	Sell	129,237 -698	-0.5%	-$26.9K	2.12%	17
2024 Q1	$4.86M	Buy	129,935 +9,132	+8%	+$336K	2.04%	17
2023 Q4	$4.63M	Sell	120,803 -6,977	-5%	-$243K	2%	18
2023 Q3	$4.56M	Buy	127,780 +1,569	+1%	+$62.5K	2.31%	17
2023 Q2	$5.42M	Buy	126,211 +14,604	+13%	+$601K	2.78%	15
2023 Q1	$4.58M	Buy	111,607 +37,049	+50%	+$1.53M	2.7%	14
2022 Q4	$2.89M	Buy	74,558 +4,382	+6%	+$173K	2.57%	17
2022 Q3	$2.93M	Buy	70,176 +7,832	+13%	+$359K	2.77%	14
2022 Q2	$2.87M	Buy	62,344 +4,802	+8%	+$242K	2.66%	14
2022 Q1	$3.3M	Buy	57,542 +6,713	+13%	+$381K	2.66%	16
2021 Q4	$3.05M	Buy	+50,829	New	+$2.86M	2.51%	16

Other funds holding UDR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Vert Asset Management's UDR Position: Q2 2026 in Review

Vert Asset Management increased its UDR (UDR) stake by 3.9% in Q2 2026, buying an estimated $223K and bringing the position to 160,196 shares worth $6.4M. The position accounts for 1.75% of the portfolio, ranked #18.

Vert Asset Management first reported a position in UDR in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.63M in Q1 2025. 50 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Vert Asset Management held 160,196 shares of UDR worth $6.4M as of Q2 2026.
Vert Asset Management bought 6,031 UDR shares in Q2 2026, an estimated $223K.
UDR made up 1.75% of Vert Asset Management's portfolio in Q2 2026, its #18 holding.
Vert Asset Management first reported a position in UDR in Q4 2021 and has held it in 19 quarters since.
Vert Asset Management's UDR position peaked at $6.63M in Q1 2025.
50 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.