American Capital Advisory’s UDR UDR Stock Holding History

American Capital Advisory’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$879	Buy	22 +6	+38%	+$222	﹤0.01%	826
2026 Q1	$541	Sell	16 -1	-6%	-$37	﹤0.01%	835
2025 Q4	$624	Buy	+17	New	+$605	﹤0.01%	702
2025 Q3	–	Sell	-14	Closed	-$572	–	1052
2025 Q2	$572	Buy	+14	New	+$580	﹤0.01%	599

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

American Capital Advisory's UDR Position: Q2 2026 in Review

American Capital Advisory increased its UDR (UDR) stake by 38% in Q2 2026, buying an estimated $222 and bringing the position to 22 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #826.

American Capital Advisory first reported a position in UDR in Q2 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

American Capital Advisory held 22 shares of UDR worth $879 as of Q2 2026.
American Capital Advisory bought 6 UDR shares in Q2 2026, an estimated $222.
UDR made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #826 holding.
American Capital Advisory first reported a position in UDR in Q2 2025 and has held it in 4 quarters since.
236 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.