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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

UDR holding history

UDR, Inc. in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UDR overviewAll 13F holders of UDRFull Q2 2026 holdings

Shares (Q2 2026)
3,978
Value
$159.0K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of UDR by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,978$159.0K<0.1%+1,263+46.5%AddedHolders
Q1 20262,715$92.0K<0.1%−1,158−29.9%ReducedHolders
Q4 20253,873$142.0K<0.1%+1,880+94.3%AddedHolders
Q3 20251,993$74.0K<0.1%−1,080−35.1%ReducedHolders
Q2 20253,073$125.0K<0.1%−149−4.6%ReducedHolders
Q1 20253,222$146.0K<0.1%+3,222NewHolders
Q3 20220$00.0%−481−100.0%Sold outHolders
Q2 2022481$22.0K<0.1%+481NewHolders
Q4 20210$00.0%−563−100.0%Sold outHolders
Q3 2021563$30.0K<0.1%−3−0.5%ReducedHolders
Q2 2021566$28.0K<0.1%+106+23.0%AddedHolders
Q1 2021460$20.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.