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 $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return