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CoreCap Advisors’s UDR UDR Stock Holding History

CoreCap 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
Q3 		$4.53K Sell
135
-6
-4% -$225 ﹤0.01% 2284
2026
Q2 		$5.63K Buy
141
+6
+4% +$222 ﹤0.01% 2258
2026
Q1 		$4.56K Hold
135
– – ﹤0.01% 2199
2025
Q4 		$4.95K Hold
135
– – ﹤0.01% 2210
2025
Q3 		$5.03K Hold
135
– – ﹤0.01% 2167
2025
Q2 		$5.51K Hold
135
– – ﹤0.01% 2083
2025
Q1 		$6.1K Hold
135
– – ﹤0.01% 2029
2024
Q4 		$5.86K Hold
135
– – ﹤0.01% 1939
2024
Q3 		$6.12K Buy
+135
New +$5.79K ﹤0.01% 1927
2024
Q2 		– Sell
-135
Closed -$5.05K – 2517
2024
Q1 		$5.05K Buy
+135
New +$4.97K ﹤0.01% 1917
2022
Q4 		$5.23K Buy
+135
New +$5.33K ﹤0.01% 1737
2022
Q3 		– Sell
-135
Closed -$6K – 1995
2022
Q2 		$6K Buy
+135
New +$6.81K ﹤0.01% 1643
2022
Q1 		– Sell
-135
Closed -$8K – 1998
2021
Q4 		$8K Buy
+135
New +$7.6K ﹤0.01% 1631

Other funds holding UDR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CoreCap Advisors's UDR Position: Q3 2026 in Review

CoreCap Advisors reduced its UDR (UDR) stake by 4.3% in Q3 2026, selling an estimated $225 and leaving 135 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

CoreCap Advisors first reported a position in UDR in Q4 2021 and has held it in 13 quarters since. The position peaked at $8K in Q4 2021. 17 funds tracked by Wall St. Rank hold UDR as of Q3 2026.

  • CoreCap Advisors held 135 shares of UDR worth $4.53K as of Q3 2026.
  • CoreCap Advisors sold 6 UDR shares in Q3 2026, an estimated $225.
  • UDR made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2284 holding.
  • CoreCap Advisors first reported a position in UDR in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's UDR position peaked at $8K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held UDR as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.