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Cary Street Partners Investment Advisory’s UDR UDR Stock Holding History

Cary Street Partners Investment 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 		$9.7K Buy
243
+46
+23% +$1.7K ﹤0.01% 692
2026
Q1 		$6.66K Sell
197
-244
-55% -$8.96K ﹤0.01% 647
2025
Q4 		$16.2K Buy
441
+326
+283% +$11.6K ﹤0.01% 594
2025
Q3 		$4.28K Sell
115
-176
-60% -$6.87K ﹤0.01% 566
2025
Q2 		$11.9K Buy
291
+73
+33% +$3.02K 0.01% 509
2025
Q1 		$9.85K Buy
218
+31
+17% +$1.33K 0.01% 488
2024
Q4 		$8.12K Sell
187
-14,396
-99% -$637K 0.01% 451
2024
Q3 		$661K Sell
14,583
-876
-6% -$37.5K 0.02% 441
2024
Q2 		$636K Sell
15,459
-694
-4% -$26.7K 0.03% 418
2024
Q1 		$604K Sell
16,153
-60
-0.4% -$2.21K 0.03% 415
2023
Q4 		$621K Buy
16,213
+55
+0.3% +$1.91K 0.03% 386
2023
Q3 		$576K Sell
16,158
-3,156
-16% -$126K 0.03% 373
2023
Q2 		$830K Sell
19,314
-719
-4% -$29.6K 0.05% 284
2023
Q1 		$823K Sell
20,033
-630
-3% -$26K 0.06% 268
2022
Q4 		$800K Sell
20,663
-580
-3% -$22.9K 0.06% 269
2022
Q3 		$886K Buy
21,243
+2,579
+14% +$118K 0.07% 235
2022
Q2 		$859K Buy
+18,664
New +$941K 0.07% 227

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cary Street Partners Investment Advisory's UDR Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its UDR (UDR) stake by 23% in Q2 2026, buying an estimated $1.7K and bringing the position to 243 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Cary Street Partners Investment Advisory first reported a position in UDR in Q2 2022 and has held it in 17 quarters since. The position peaked at $886K in Q3 2022. 236 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Cary Street Partners Investment Advisory held 243 shares of UDR worth $9.7K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 46 UDR shares in Q2 2026, an estimated $1.7K.
  • UDR made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #692 holding.
  • Cary Street Partners Investment Advisory first reported a position in UDR in Q2 2022 and has held it in 17 quarters since.
  • Cary Street Partners Investment Advisory's UDR position peaked at $886K in Q3 2022.
  • 236 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.