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Crestwood Advisors Group’s UDR UDR Stock Holding History

Crestwood Advisors 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 		$235K Buy
+5,877
New +$217K ﹤0.01% 780
2026
Q1 		– Sell
-5,747
Closed -$211K – 798
2025
Q4 		$211K Buy
+5,747
New +$204K ﹤0.01% 649

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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

Crestwood Advisors Group's UDR Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in UDR (UDR) in Q2 2026: 5,877 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in UDR as recently as Q4 2025.

Crestwood Advisors Group first reported a position in UDR in Q4 2025 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Crestwood Advisors Group held 5,877 shares of UDR worth $235K as of Q2 2026.
  • UDR was a new Crestwood Advisors Group position in Q2 2026.
  • UDR made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #780 holding.
  • Crestwood Advisors Group first reported a position in UDR in Q4 2025 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.