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Ray Dalio’s UDR Holdings & Trades

First Buy
Q2 2017
Duration Held
25 Quarters
Largest Add
Q2 2022
+219,866 Shares
Current Position
15,573 Shares
$526,056 Value

Ray Dalio's UDR Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 15,573 shares of UDR, Inc. (UDR) worth $526,056, representing 0.00% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 25 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in UDR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 219,866 shares. Largest reduction occurred in Q3 2022, reducing 352,065 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's UDR (UDR) Holding Value Over Time

Track share changes against reported price movement

Quarterly UDR (UDR) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +15,573 New Buy 15,573 $33.78
Q2 2024 -5,668 Sold Out 0 $0.00
Q1 2024 -4,742 Reduce 45.55% 5,668 $37.41
Q4 2023 +532 Add 5.39% 10,410 $38.29
Q3 2023 +240 Add 2.49% 9,878 $35.67
Q2 2023 +2,781 Add 40.56% 9,638 $42.96
Q1 2023 -43,197 Reduce 86.30% 6,857 $41.06
Q4 2022 +41,110 Add 459.64% 50,054 $38.73
Q3 2022 -352,065 Reduce 97.52% 8,944 $41.70
Q2 2022 +219,866 Add 155.78% 361,009 $46.04
Q1 2022 +113,041 Add 402.25% 141,143 $57.37
Q4 2021 +16,483 Add 141.86% 28,102 $60.00
Q3 2021 +385 Add 3.43% 11,619 $53.02
Q2 2021 +11,234 New Buy 11,234 $48.96
Q3 2020 -10,734 Sold Out 0 $0.00
Q2 2020 +10,734 New Buy 10,734 $37.36
Q3 2019 -27,912 Sold Out 0 $0.00
Q2 2019 +27,912 New Buy 27,912 $44.89
Q1 2019 -19,819 Sold Out 0 $0.00
Q4 2018 +19,819 New Buy 19,819 $39.61
Q3 2018 -14,711 Sold Out 0 $0.00
Q2 2018 -8,848 Reduce 37.56% 14,711 $37.52
Q1 2018 +23,559 New Buy 23,559 $35.61
Q3 2017 -9,001 Sold Out 0 $0.00
Q2 2017 +9,001 New Buy 9,001 $39.00

Ray Dalio's UDR Investment FAQs

Ray Dalio first purchased UDR, Inc. (UDR) in Q2 2017, acquiring 9,001 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held UDR, Inc. (UDR) for 25 quarters since Q2 2017.

Ray Dalio's largest addition to UDR, Inc. (UDR) was in Q2 2022, adding 361,009 shares worth $16.62 M.

According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 15,573 shares of UDR, Inc. (UDR), valued at approximately $526,056.

As of the Q1 2026 filing, UDR, Inc. (UDR) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in UDR, Inc. (UDR) was 361,009 shares, as reported at the end of Q2 2022.