Graham Capital Wealth Management’s UDR UDR Stock Holding History

Graham Capital Wealth 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	$1.19M	Sell	29,718 -2,866	-9%	-$106K	0.92%	33
2026 Q1	$1.1M	Sell	32,584 -30,025	-48%	-$1.1M	0.98%	30
2025 Q4	$2.3M	Sell	62,609 -2,373	-4%	-$84.4K	2.11%	21
2025 Q3	$2.42M	Sell	64,982 -295	-0.5%	-$11.5K	2.47%	15
2025 Q2	$2.67M	Buy	65,277 +1,570	+2%	+$65K	2.96%	12
2025 Q1	$2.88M	Buy	63,707 +466	+0.7%	+$20K	3.08%	8
2024 Q4	$2.75M	Buy	+63,241	New	+$2.8M	2.37%	17

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 $3.37T AUM 44.26% 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

Graham Capital Wealth Management's UDR Position: Q2 2026 in Review

Graham Capital Wealth Management reduced its UDR (UDR) stake by 8.8% in Q2 2026, selling an estimated $106K and leaving 29,718 shares worth $1.19M. The position accounts for 0.92% of the portfolio, ranked #33.

Graham Capital Wealth Management first reported a position in UDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q1 2025. 521 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Graham Capital Wealth Management held 29,718 shares of UDR worth $1.19M as of Q2 2026.
Graham Capital Wealth Management sold 2,866 UDR shares in Q2 2026, an estimated $106K.
UDR made up 0.92% of Graham Capital Wealth Management's portfolio in Q2 2026, its #33 holding.
Graham Capital Wealth Management first reported a position in UDR in Q4 2024 and has held it in 7 quarters since.
Graham Capital Wealth Management's UDR position peaked at $2.88M in Q1 2025.
521 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.