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Cornerstone Planning Group’s UDR UDR Stock Holding History

Cornerstone Planning Group’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 		$2.18K Sell
55
-5
-8% -$185 ﹤0.01% 1306
2026
Q1 		$2.19K Sell
60
-9
-13% -$331 ﹤0.01% 1282
2025
Q4 		$2.51K Buy
69
+52
+306% +$1.85K ﹤0.01% 1144
2025
Q3 		$568 Sell
17
-10
-37% -$390 ﹤0.01% 1447
2025
Q2 		$1.04K Hold
27
– – ﹤0.01% 1101
2025
Q1 		$1.13K Buy
27
+13
+93% +$557 ﹤0.01% 1106
2024
Q4 		$584 Buy
+14
New +$619 ﹤0.01% 1086

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Cornerstone Planning Group's UDR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its UDR (UDR) stake by 8.3% in Q2 2026, selling an estimated $185 and leaving 55 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Cornerstone Planning Group first reported a position in UDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.51K in Q4 2025. 260 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Cornerstone Planning Group held 55 shares of UDR worth $2.18K as of Q2 2026.
  • Cornerstone Planning Group sold 5 UDR shares in Q2 2026, an estimated $185.
  • UDR made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1306 holding.
  • Cornerstone Planning Group first reported a position in UDR in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's UDR position peaked at $2.51K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.