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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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return