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Coldstream Capital Management’s UDR UDR Stock Holding History

Coldstream 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 		$291K Buy
+7,299
New +$270K ﹤0.01% 978
2026
Q1 		– Sell
-5,823
Closed -$214K – 1266
2025
Q4 		$214K Buy
+5,823
New +$207K ﹤0.01% 1064
2025
Q2 		– Sell
-4,541
Closed -$205K – 3219
2025
Q1 		$205K Buy
+4,541
New +$194K ﹤0.01% 1000

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
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

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

Coldstream Capital Management opened a new position in UDR (UDR) in Q2 2026: 7,299 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in UDR as recently as Q4 2025.

Coldstream Capital Management first reported a position in UDR in Q1 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Coldstream Capital Management held 7,299 shares of UDR worth $291K as of Q2 2026.
  • UDR was a new Coldstream Capital Management position in Q2 2026.
  • UDR made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #978 holding.
  • Coldstream Capital Management first reported a position in UDR in Q1 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.