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Cromwell Holdings’s UDR UDR Stock Holding History

Cromwell Holdings’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 		$30.6K Sell
767
-153
-17% -$5.66K 0.01% 543
2026
Q1 		$31.1K Buy
920
+188
+26% +$6.9K 0.02% 524
2025
Q4 		$26.9K Sell
732
-9
-1% -$320 0.01% 545
2025
Q3 		$27.6K Buy
741
+13
+2% +$507 0.01% 557
2025
Q2 		$29.7K Buy
728
+100
+16% +$4.14K 0.02% 535
2025
Q1 		$28.4K Buy
628
+20
+3% +$856 0.02% 542
2024
Q4 		$26.4K Hold
608
– – 0.02% 551
2024
Q3 		$27.6K Hold
608
– – 0.02% 546
2024
Q2 		$25K Buy
+608
New +$23.4K 0.02% 548

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

Cromwell Holdings's UDR Position: Q2 2026 in Review

Cromwell Holdings reduced its UDR (UDR) stake by 17% in Q2 2026, selling an estimated $5.66K and leaving 767 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #543.

Cromwell Holdings first reported a position in UDR in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.1K in Q1 2026. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Cromwell Holdings held 767 shares of UDR worth $30.6K as of Q2 2026.
  • Cromwell Holdings sold 153 UDR shares in Q2 2026, an estimated $5.66K.
  • UDR made up 0.01% of Cromwell Holdings's portfolio in Q2 2026, its #543 holding.
  • Cromwell Holdings first reported a position in UDR in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's UDR position peaked at $31.1K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.