Lowe Brockenbrough & Co’s UDR UDR Stock Holding History

Lowe Brockenbrough & Co’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	$319K	Hold	7,980	–	–	0.01%	246
2026 Q1	$270K	Hold	7,980	–	–	0.01%	253
2025 Q4	$293K	Hold	7,980	–	–	0.01%	254
2025 Q3	$297K	Sell	7,980 -1,000	-11%	-$39K	0.02%	256
2025 Q2	$367K	Buy	+8,980	New	+$372K	0.02%	235
2021 Q3	–	Sell	-14,905	Closed	-$730K	–	275
2021 Q2	$730K	Hold	14,905	–	–	0.07%	167
2021 Q1	$654K	Sell	14,905 -550	-4%	-$22.7K	0.06%	167
2020 Q4	$594K	Sell	15,455 -5,000	-24%	-$182K	0.06%	163
2020 Q3	$667K	Buy	20,455 +1,945	+11%	+$68.3K	0.08%	157
2020 Q2	$692K	Hold	18,510	–	–	0.09%	157
2020 Q1	$676K	Hold	18,510	–	–	0.11%	148
2019 Q4	$864K	Hold	18,510	–	–	0.11%	153
2019 Q3	$897K	Sell	18,510 -200	-1%	-$9.42K	0.12%	144
2019 Q2	$840K	Sell	18,710 -300	-2%	-$13.5K	0.11%	150
2019 Q1	$864K	Hold	19,010	–	–	0.12%	146
2018 Q4	$753K	Hold	19,010	–	–	0.12%	139
2018 Q3	$769K	Hold	19,010	–	–	0.11%	151
2018 Q2	$714K	Hold	19,010	–	–	0.1%	149
2018 Q1	$677K	Hold	19,010	–	–	0.1%	144
2017 Q4	$732K	Sell	19,010 -200	-1%	-$7.78K	0.11%	144
2017 Q3	$731K	Hold	19,210	–	–	0.11%	140
2017 Q2	$749K	Sell	19,210 -368	-2%	-$14K	0.12%	133
2017 Q1	$710K	Sell	19,578 -540	-3%	-$19.3K	0.11%	134
2016 Q4	$734K	Hold	20,118	–	–	0.12%	135
2016 Q3	$724K	Buy	+20,118	New	+$733K	0.12%	133

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

Lowe Brockenbrough & Co's UDR Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its UDR (UDR) position steady in Q2 2026 at 7,980 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #246.

Lowe Brockenbrough & Co first reported a position in UDR in Q3 2016 and has held it in 25 quarters since. The position peaked at $897K in Q3 2019. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

Lowe Brockenbrough & Co held 7,980 shares of UDR worth $319K as of Q2 2026.
Lowe Brockenbrough & Co left its UDR share count unchanged in Q2 2026.
UDR made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #246 holding.
Lowe Brockenbrough & Co first reported a position in UDR in Q3 2016 and has held it in 25 quarters since.
Lowe Brockenbrough & Co's UDR position peaked at $897K in Q3 2019.
522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.