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Chevy Chase Trust Holdings, LLC: UDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on UDR, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 229,961 UDR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,961 shares
    Change vs previous 13F -81,083 shares

    0.02% of the 13F portfolio, value $9,180,043.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 311,044 shares
    Change vs previous 13F -119,817 shares

    0.03% of the 13F portfolio, value $10,507,066.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 430,861 shares
    Change vs previous 13F -13,907 shares

    0.04% of the 13F portfolio, value $15,803,982.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 444,768 shares
    Change vs previous 13F +43,526 shares

    0.05% of the 13F portfolio, value $16,572,055.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 401,242 shares
    Change vs previous 13F +1,338 shares

    0.05% of the 13F portfolio, value $16,382,711.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 399,904 shares
    Change vs previous 13F -24,004 shares

    0.06% of the 13F portfolio, value $18,063,664.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 423,908 shares
    Change vs previous 13F -24,508 shares

    0.06% of the 13F portfolio, value $18,401,847.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 448,416 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,331,181.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).