Cornerstone Financial Management’s UDR UDR Stock Holding History

Cornerstone Financial 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	$639	Hold	16	–	–	﹤0.01%	1250
2026 Q1	$540	Hold	16	–	–	﹤0.01%	1146
2025 Q4	$587	Buy	+16	New	+$569	﹤0.01%	1105

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

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

Cornerstone Financial Management's UDR Position: Q2 2026 in Review

Cornerstone Financial Management held its UDR (UDR) position steady in Q2 2026 at 16 shares worth $639. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Cornerstone Financial Management first reported a position in UDR in Q4 2025 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Cornerstone Financial Management held 16 shares of UDR worth $639 as of Q2 2026.
Cornerstone Financial Management left its UDR share count unchanged in Q2 2026.
UDR made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1250 holding.
Cornerstone Financial Management first reported a position in UDR in Q4 2025 and has held it in 3 quarters since.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.