Current position

Joel Greenblatt’s Udr Inc (UDR) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2017Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares641.52KHighest verified quarter-end share count
Quarters reported23Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Udr Inc in Q1 2017. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gotham Asset Management currently reports 641.52K shares. The latest verified filing showed: Bought 5.8% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 5.8% more+34.92K shares · 641.52K shares reported after the change
Filing context

Quarter-end price $39.92 · Estimated holding basis $36.68

Q1 2026
Bought 54.8% more+214.83K shares · 606.60K shares reported after the change
Filing context

Quarter-end price $33.78 · Estimated holding basis $36.50

Q4 2025
Bought 185.8% more+254.67K shares · 391.76K shares reported after the change
Filing context

Quarter-end price $36.68 · Estimated holding basis $37.99

Q3 2025
Bought 71.2% more+57.02K shares · 137.09K shares reported after the change
Filing context

Quarter-end price $37.26 · Estimated holding basis $40.41

Q2 2025
Bought 137.0% more+46.28K shares · 80.07K shares reported after the change
Filing context

Quarter-end price $40.83 · Estimated holding basis $42.66

Q1 2025
New position+33.79K shares · 33.79K shares reported
Filing context

Quarter-end price $45.17 · Estimated holding basis $45.17

Portfolio importance

How important is Udr Inc in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#471of 1791 reported positions
Peak portfolio weight0.1%Q1 2020
Best historical rank#322Q1 2020
At peak importanceQ1 2020
UDR
0.1%
Largest holding
1.4%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$34.402026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$39.92Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$36.68Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.