Ackerman Capital Advisors’s UDR UDR Stock Holding History

Ackerman Capital Advisors’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 Q1	$339K	Hold	10,050	–	–	0.07%	88
2025 Q4	$369K	Hold	10,050	–	–	0.07%	85
2025 Q3	$374K	Hold	10,050	–	–	0.08%	80
2025 Q2	$410K	Hold	10,050	–	–	0.1%	78
2025 Q1	$454K	Hold	10,050	–	–	0.12%	70
2024 Q4	$436K	Hold	10,050	–	–	0.11%	69
2024 Q3	$456K	Hold	10,050	–	–	0.12%	73
2024 Q2	$414K	Hold	10,050	–	–	0.11%	71
2024 Q1	$376K	Hold	10,050	–	–	0.1%	76
2023 Q4	$385K	Hold	10,050	–	–	0.11%	77
2023 Q3	$358K	Hold	10,050	–	–	0.1%	71
2023 Q2	$432K	Hold	10,050	–	–	0.11%	69
2023 Q1	$413K	Hold	10,050	–	–	0.11%	71
2022 Q4	$389K	Hold	10,050	–	–	0.1%	74
2022 Q3	$419K	Hold	10,050	–	–	0.12%	67
2022 Q2	$463K	Hold	10,050	–	–	0.12%	66
2022 Q1	$577K	Hold	10,050	–	–	0.14%	67
2021 Q4	$603K	Hold	10,050	–	–	0.14%	65
2021 Q3	$532K	Hold	10,050	–	–	0.12%	61
2021 Q2	$492K	Hold	10,050	–	–	0.12%	61
2021 Q1	$441K	Hold	10,050	–	–	0.11%	74
2020 Q4	$386K	Hold	10,050	–	–	0.1%	78
2020 Q3	$328K	Hold	10,050	–	–	0.09%	77
2020 Q2	$376K	Hold	10,050	–	–	0.11%	65
2020 Q1	$367K	Hold	10,050	–	–	0.14%	52
2019 Q4	$469K	Hold	10,050	–	–	0.14%	93
2019 Q3	$487K	Hold	10,050	–	–	0.17%	71
2019 Q2	$451	Hold	10,050	–	–	﹤0.01%	110
2019 Q1	$457	Hold	10,050	–	–	﹤0.01%	107
2018 Q4	$398	Buy	+10,050	New	+$406K	0.03%	104
2018 Q1	$387K	Hold	10,050	–	–	0.16%	54
2017 Q4	$382K	Buy	+10,050	New	+$391K	0.16%	48
2017 Q2	$392K	Buy	+10,050	New	+$383K	0.16%	56

Other funds holding UDR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

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