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 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

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 $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CoreCap Advisors's UDR Position: Q2 2026 in Review

CoreCap Advisors increased its UDR (UDR) stake by 4.4% in Q2 2026, buying an estimated $222 and bringing the position to 141 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

CoreCap Advisors first reported a position in UDR in Q4 2021 and has held it in 12 quarters since. The position peaked at $8K in Q4 2021. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

CoreCap Advisors held 141 shares of UDR worth $5.63K as of Q2 2026.
CoreCap Advisors bought 6 UDR shares in Q2 2026, an estimated $222.
UDR made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2258 holding.
CoreCap Advisors first reported a position in UDR in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's UDR position peaked at $8K in Q4 2021.
482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.