Carnegie Investment Counsel’s UDR UDR Stock Holding History

Carnegie Investment Counsel’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	$350K	Hold	8,768	–	–	0.01%	457
2026 Q1	$296K	Buy	8,768 +1,761	+25%	+$64.7K	0.01%	485
2025 Q4	$257K	Buy	+7,007	New	+$249K	﹤0.01%	504

Other funds holding UDR

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Carnegie Investment Counsel's UDR Position: Q2 2026 in Review

Carnegie Investment Counsel held its UDR (UDR) position steady in Q2 2026 at 8,768 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #457.

Carnegie Investment Counsel first reported a position in UDR in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Carnegie Investment Counsel held 8,768 shares of UDR worth $350K as of Q2 2026.
Carnegie Investment Counsel left its UDR share count unchanged in Q2 2026.
UDR made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #457 holding.
Carnegie Investment Counsel first reported a position in UDR in Q4 2025 and has held it in 3 quarters since.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.