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Freestone Grove Partners’s UDR UDR Stock Holding History

Freestone Grove Partners’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 		$458K Sell
11,468
-726,082
-98% -$26.9M ﹤0.01% 687
2026
Q1 		$24.9M Buy
737,550
+122,456
+20% +$4.5M 0.18% 187
2025
Q4 		$22.6M Buy
615,094
+582,588
+1,792% +$20.7M 0.16% 190
2025
Q3 		$1.21M Buy
+32,506
New +$1.27M 0.01% 413
2025
Q2 		– Sell
-8,710
Closed -$393K – 860
2025
Q1 		$393K Buy
+8,710
New +$373K ﹤0.01% 440

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Freestone Grove Partners's UDR Position: Q2 2026 in Review

Freestone Grove Partners reduced its UDR (UDR) stake by 98% in Q2 2026, selling an estimated $26.9M and leaving 11,468 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Freestone Grove Partners first reported a position in UDR in Q1 2025 and has held it in 5 quarters since. The position peaked at $24.9M in Q1 2026. 482 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Freestone Grove Partners held 11,468 shares of UDR worth $458K as of Q2 2026.
  • Freestone Grove Partners sold 726,082 UDR shares in Q2 2026, an estimated $26.9M.
  • UDR made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #687 holding.
  • Freestone Grove Partners first reported a position in UDR in Q1 2025 and has held it in 5 quarters since.
  • Freestone Grove Partners's UDR position peaked at $24.9M in Q1 2026.
  • 482 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.