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Annis Gardner Whiting Capital Advisors’s UDR UDR Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-75
Closed -$2.53K – 1190
2026
Q1 		$2.53K Sell
75
-193
-72% -$7.09K ﹤0.01% 1024
2025
Q4 		$9.83K Sell
268
-203
-43% -$7.22K ﹤0.01% 783
2025
Q3 		$17.6K Sell
471
-285
-38% -$11.1K ﹤0.01% 625
2025
Q2 		$30.9K Buy
756
+8
+1% +$331 0.01% 487
2025
Q1 		$33.8K Buy
748
+27
+4% +$1.16K 0.01% 388
2024
Q4 		$31.3K Buy
721
+38
+6% +$1.68K 0.01% 393
2024
Q3 		$31K Hold
683
– – 0.01% 413
2024
Q2 		$28.1K Buy
683
+27
+4% +$1.04K 0.01% 497
2024
Q1 		$24.5K Buy
656
+61
+10% +$2.24K 0.01% 506
2023
Q4 		$22.8K Buy
595
+55
+10% +$1.91K 0.01% 382
2023
Q3 		$19.3K Buy
+540
New +$21.5K 0.01% 394

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's UDR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of UDR (UDR) in Q2 2026, closing a stake of 75 shares — an estimated $2.53K sold.

Annis Gardner Whiting Capital Advisors first reported a position in UDR in Q3 2023 and held it in 11 quarters. The position peaked at $33.8K in Q1 2025. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 75 UDR shares in Q2 2026, an estimated $2.53K.
  • Annis Gardner Whiting Capital Advisors first reported a position in UDR in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's UDR position peaked at $33.8K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.