CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s UDR UDR Stock Holding History

CAPTRUST Financial 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 		$1.58M Buy
39,634
+11,878
+43% +$439K ﹤0.01% 1463
2026
Q1 		$938K Buy
27,756
+4,998
+22% +$184K ﹤0.01% 1653
2025
Q4 		$835K Buy
22,758
+1,970
+9% +$70.1K ﹤0.01% 1605
2025
Q3 		$775K Sell
20,788
-1,080
-5% -$42.1K ﹤0.01% 1576
2025
Q2 		$893K Sell
21,868
-485
-2% -$20.1K ﹤0.01% 1412
2025
Q1 		$1.01M Buy
22,353
+1,214
+6% +$52K ﹤0.01% 1272
2024
Q4 		$918K Buy
21,139
+1,794
+9% +$79.3K ﹤0.01% 1279
2024
Q3 		$877K Sell
19,345
-1,835
-9% -$78.6K ﹤0.01% 1266
2024
Q2 		$872K Sell
21,180
-4,061
-16% -$157K ﹤0.01% 1216
2024
Q1 		$944K Buy
25,241
+2,447
+11% +$90K ﹤0.01% 1159
2023
Q4 		$873K Buy
22,794
+452
+2% +$15.7K ﹤0.01% 1360
2023
Q3 		$797K Buy
22,342
+2,860
+15% +$114K ﹤0.01% 1336
2023
Q2 		$837K Sell
19,482
-3,630
-16% -$149K ﹤0.01% 1314
2023
Q1 		$949K Sell
23,112
-484
-2% -$20K ﹤0.01% 1066
2022
Q4 		$914K Buy
23,596
+915
+4% +$36.1K ﹤0.01% 1025
2022
Q3 		$946K Buy
+22,681
New +$1.04M 0.01% 940

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

CAPTRUST Financial Advisors's UDR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its UDR (UDR) stake by 43% in Q2 2026, buying an estimated $439K and bringing the position to 39,634 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

CAPTRUST Financial Advisors first reported a position in UDR in Q3 2022 and has held it in 16 quarters since. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • CAPTRUST Financial Advisors held 39,634 shares of UDR worth $1.58M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 11,878 UDR shares in Q2 2026, an estimated $439K.
  • UDR made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1463 holding.
  • CAPTRUST Financial Advisors first reported a position in UDR in Q3 2022 and has held it in 16 quarters since.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.