Acima Private Wealth’s UDR UDR Stock Holding History

Acima Private Wealth’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
2025 Q2	–	Sell	-455	Closed	-$20.6K	–	187
2025 Q1	$20.6K	Hold	455	–	–	0.01%	163
2024 Q4	$19.8K	Hold	455	–	–	0.01%	166
2024 Q3	$20.6K	Hold	455	–	–	0.01%	165
2024 Q2	$18.7K	Hold	455	–	–	0.01%	163
2024 Q1	$17K	Hold	455	–	–	0.01%	172
2023 Q4	$17.4K	Hold	455	–	–	0.01%	184
2023 Q3	$16.2K	Hold	455	–	–	0.01%	189
2023 Q2	$19.5K	Hold	455	–	–	0.01%	188
2023 Q1	$18.7K	Hold	455	–	–	0.01%	194
2022 Q4	$17.6K	Hold	455	–	–	0.01%	183
2022 Q3	$19K	Hold	455	–	–	0.01%	184
2022 Q2	$20.9K	Hold	455	–	–	0.01%	184
2022 Q1	$26K	Hold	455	–	–	0.01%	189
2021 Q4	$27K	Hold	455	–	–	0.01%	190
2021 Q3	$24K	Hold	455	–	–	0.01%	183
2021 Q2	$22K	Hold	455	–	–	0.01%	185
2021 Q1	$20K	Hold	455	–	–	0.01%	186
2020 Q4	$17K	Hold	455	–	–	0.01%	189
2020 Q3	$15K	Hold	455	–	–	0.01%	189
2020 Q2	$17K	Hold	455	–	–	0.01%	203
2020 Q1	$17K	Hold	455	–	–	0.01%	205
2019 Q4	$21K	Buy	+455	New	+$21.8K	0.01%	223

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acima Private Wealth's UDR Position: Q2 2025 in Review

Acima Private Wealth sold out of UDR (UDR) in Q2 2025, closing a stake of 455 shares — an estimated $20.6K sold.

Acima Private Wealth first reported a position in UDR in Q4 2019 and held it in 22 quarters. The position peaked at $27K in Q4 2021. 525 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

Acima Private Wealth reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
Acima Private Wealth sold 455 UDR shares in Q2 2025, an estimated $20.6K.
Acima Private Wealth first reported a position in UDR in Q4 2019 and held it in 22 quarters.
Acima Private Wealth's UDR position peaked at $27K in Q4 2021.
525 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Acima Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.