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Winebrenner Capital Management’s UDR UDR Stock Holding History

Winebrenner Capital 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 		$240K Sell
6,000
-11
-0.2% -$407 0.15% 127
2026
Q1 		$203K Buy
6,011
+11
+0.2% +$404 0.13% 132
2025
Q4 		$220K Hold
6,000
– – 0.15% 127
2025
Q3 		$224K Hold
6,000
– – 0.16% 124
2025
Q2 		$245K Hold
6,000
– – 0.2% 112
2025
Q1 		$271K Sell
6,000
-6,000
-50% -$257K 0.24% 107
2024
Q4 		$521K Buy
+12,000
New +$531K 0.4% 79

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

Winebrenner Capital Management's UDR Position: Q2 2026 in Review

Winebrenner Capital Management reduced its UDR (UDR) stake by 0.18% in Q2 2026, selling an estimated $407 and leaving 6,000 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #127.

Winebrenner Capital Management first reported a position in UDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $521K in Q4 2024. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Winebrenner Capital Management held 6,000 shares of UDR worth $240K as of Q2 2026.
  • Winebrenner Capital Management sold 11 UDR shares in Q2 2026, an estimated $407.
  • UDR made up 0.15% of Winebrenner Capital Management's portfolio in Q2 2026, its #127 holding.
  • Winebrenner Capital Management first reported a position in UDR in Q4 2024 and has held it in 7 quarters since.
  • Winebrenner Capital Management's UDR position peaked at $521K in Q4 2024.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.