Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

UDR holding history

UDR, Inc. in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UDR overview All 13F holders of UDR Full Q2 2026 holdings

Shares (Q2 2026): 5,877
Value: $234.6K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of UDR by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,877	$234.6K	<0.1%	+5,877	New	Holders
Q1 2026	0	$0	0.0%	−5,747−100.0%	Sold out	Holders
Q4 2025	5,747	$210.8K	<0.1%	+5,747	New	Holders