Joel Greenblatt's UDR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 391,764 shares of UDR, Inc. (UDR) worth $14.37 M, representing 0.05% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in UDR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 254,670 shares. Largest reduction occurred in Q2 2020, reducing 69,507 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's UDR (UDR) Holding Value Over Time
Track share changes against reported price movement
Quarterly UDR (UDR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +254,670 | Add 185.76% | 391,764 | $36.68 |
| Q3 2025 | +57,023 | Add 71.22% | 137,094 | $37.26 |
| Q2 2025 | +46,280 | Add 136.96% | 80,071 | $40.83 |
| Q1 2025 | +33,791 | New Buy | 33,791 | $45.17 |
| Q2 2023 | -28,860 | Sold Out | 0 | $0.00 |
| Q1 2023 | -15,361 | Reduce 34.74% | 28,860 | $41.06 |
| Q4 2022 | +15,970 | Add 56.53% | 44,221 | $38.73 |
| Q3 2022 | +808 | Add 2.94% | 28,251 | $41.70 |
| Q2 2022 | +970 | Add 3.66% | 27,443 | $46.02 |
| Q1 2022 | +1,101 | Add 4.34% | 26,473 | $57.38 |
| Q4 2021 | +4,751 | Add 23.04% | 25,372 | $59.99 |
| Q3 2021 | +20,621 | New Buy | 20,621 | $53.00 |
| Q3 2020 | -12,262 | Sold Out | 0 | $0.00 |
| Q2 2020 | -69,507 | Reduce 85.00% | 12,262 | $37.35 |
| Q1 2020 | +48,899 | Add 148.76% | 81,769 | $36.54 |
| Q4 2019 | +9,228 | Add 39.03% | 32,870 | $46.70 |
| Q3 2019 | -54,561 | Reduce 69.77% | 23,642 | $48.47 |
| Q2 2019 | +47,960 | Add 158.58% | 78,203 | $44.90 |
| Q1 2019 | -24,798 | Reduce 45.05% | 30,243 | $45.47 |
| Q4 2018 | +45,067 | Add 451.84% | 55,041 | $39.63 |
| Q3 2018 | +9,974 | New Buy | 9,974 | $40.41 |
| Q3 2017 | -28,367 | Sold Out | 0 | $0.00 |
| Q2 2017 | -2,675 | Reduce 8.62% | 28,367 | $38.95 |
| Q1 2017 | +31,042 | New Buy | 31,042 | $36.27 |
Joel Greenblatt's UDR Investment FAQs
Joel Greenblatt first purchased UDR, Inc. (UDR) in Q1 2017, acquiring 31,042 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held UDR, Inc. (UDR) for 24 quarters since Q1 2017.
Joel Greenblatt's largest addition to UDR, Inc. (UDR) was in Q4 2025, adding 391,764 shares worth $14.37 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 391,764 shares of UDR, Inc. (UDR), valued at approximately $14.37 M.
As of the Q4 2025 filing, UDR, Inc. (UDR) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in UDR, Inc. (UDR) was 391,764 shares, as reported at the end of Q4 2025.