Cresset Asset Management’s UDR UDR Stock Holding History

Cresset Asset 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	$368K	Buy	+9,228	New	+$341K	﹤0.01%	1296
2026 Q1	–	Sell	-9,388	Closed	-$344K	–	1793
2025 Q4	$344K	Buy	+9,388	New	+$334K	﹤0.01%	1232
2019 Q2	–	Sell	-242	Closed	-$11K	–	1634
2019 Q1	$11K	Buy	242 +15	+7%	+$651	﹤0.01%	1158
2018 Q4	$9K	Buy	+227	New	+$9.17K	﹤0.01%	888

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 $3.38T AUM 44.17% 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

Cresset Asset Management's UDR Position: Q2 2026 in Review

Cresset Asset Management opened a new position in UDR (UDR) in Q2 2026: 9,228 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #1296 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in UDR as recently as Q4 2025.

Cresset Asset Management first reported a position in UDR in Q4 2018 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Cresset Asset Management held 9,228 shares of UDR worth $368K as of Q2 2026.
UDR was a new Cresset Asset Management position in Q2 2026.
UDR made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1296 holding.
Cresset Asset Management first reported a position in UDR in Q4 2018 and has held it in 4 quarters since.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

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