Addison Advisors’s UDR UDR Stock Holding History

Addison 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	$60.1K	Sell	1,779 -114	-6%	-$4.19K	0.01%	394
2025 Q4	$69.4K	Sell	1,893 -197	-9%	-$7.01K	0.02%	369
2025 Q3	$77.9K	Sell	2,090 -71	-3%	-$2.77K	0.02%	350
2025 Q2	$88.2K	Buy	2,161 +55	+3%	+$2.28K	0.02%	320
2025 Q1	$95.1K	Buy	2,106 +9	+0.4%	+$385	0.03%	307
2024 Q4	$91K	Sell	2,097 -1	-0%	-$44	0.03%	315
2024 Q3	$95.1K	Sell	2,098 -4	-0.2%	-$171	0.03%	312
2024 Q2	$86.5K	Buy	2,102 +190	+10%	+$7.32K	0.03%	308
2024 Q1	$71.5K	Buy	1,912 +181	+10%	+$6.66K	0.02%	322
2023 Q4	$66.3K	Buy	1,731 +600	+53%	+$20.9K	0.03%	319
2023 Q3	$40.3K	Buy	1,131 +136	+14%	+$5.42K	0.02%	353
2023 Q2	$42.7K	Buy	995 +130	+15%	+$5.35K	0.02%	340
2023 Q1	$35.5K	Buy	865 +144	+20%	+$5.95K	0.02%	335
2022 Q4	$27.9K	Buy	721 +110	+18%	+$4.34K	0.02%	342
2022 Q3	$25K	Buy	611 +605	+10,083%	+$27.8K	0.02%	332
2022 Q2	$0	Hold	6	–	–	﹤0.01%	776
2022 Q1	$0	Hold	6	–	–	﹤0.01%	790
2021 Q4	$0	Buy	+6	New	+$338	﹤0.01%	719

Other funds holding UDR

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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