BCM
UDR icon

Brookstone Capital Management’s UDR UDR Stock Holding History

Brookstone Capital Management’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
-29,367
Closed -$992K – 1371
2026
Q1 		$992K Sell
29,367
-55
-0.2% -$2.02K 0.01% 644
2025
Q4 		$1.08M Buy
29,422
+55
+0.2% +$1.96K 0.01% 611
2025
Q3 		$1.09M Hold
29,367
– – 0.01% 587
2025
Q2 		$1.2M Sell
29,367
-96
-0.3% -$3.98K 0.02% 528
2025
Q1 		$1.33M Buy
29,463
+76
+0.3% +$3.25K 0.02% 482
2024
Q4 		$1.28M Hold
29,387
– – 0.02% 460
2024
Q3 		$1.33M Sell
29,387
-7,273
-20% -$312K 0.02% 447
2024
Q2 		$1.53M Buy
36,660
+20
+0.1% +$771 0.03% 414
2024
Q1 		$1.37M Hold
36,640
– – 0.02% 420
2023
Q4 		$1.4M Hold
36,640
– – 0.03% 389
2023
Q3 		$1.29M Hold
36,640
– – 0.03% 386
2023
Q2 		$1.56M Sell
36,640
-27
-0.1% -$1.11K 0.03% 358
2023
Q1 		$1.51M Buy
36,667
+27
+0.1% +$1.11K 0.03% 371
2022
Q4 		$1.42M Hold
36,640
– – 0.03% 363
2022
Q3 		$1.4M Hold
36,640
– – 0.03% 339
2022
Q2 		$1.64M Sell
36,640
-6
-0% -$303 0.04% 321
2022
Q1 		$2.11M Buy
+36,646
New +$2.08M 0.04% 277

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brookstone Capital Management's UDR Position: Q2 2026 in Review

Brookstone Capital Management sold out of UDR (UDR) in Q2 2026, closing a stake of 29,367 shares — an estimated $992K sold.

Brookstone Capital Management first reported a position in UDR in Q1 2022 and held it in 17 quarters. The position peaked at $2.11M in Q1 2022. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Brookstone Capital Management reported no remaining UDR position as of Q2 2026 after selling out during the quarter.
  • Brookstone Capital Management sold 29,367 UDR shares in Q2 2026, an estimated $992K.
  • Brookstone Capital Management first reported a position in UDR in Q1 2022 and held it in 17 quarters.
  • Brookstone Capital Management's UDR position peaked at $2.11M in Q1 2022.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.