Annis Gardner Whiting Capital Advisors’s UDR UDR Stock Holding History

Annis Gardner Whiting 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	$2.53K	Sell	75 -193	-72%	-$7.09K	﹤0.01%	1024
2025 Q4	$9.83K	Sell	268 -203	-43%	-$7.22K	﹤0.01%	783
2025 Q3	$17.6K	Sell	471 -285	-38%	-$11.1K	﹤0.01%	625
2025 Q2	$30.9K	Buy	756 +8	+1%	+$331	0.01%	487
2025 Q1	$33.8K	Buy	748 +27	+4%	+$1.16K	0.01%	388
2024 Q4	$31.3K	Buy	721 +38	+6%	+$1.68K	0.01%	393
2024 Q3	$31K	Hold	683	–	–	0.01%	413
2024 Q2	$28.1K	Buy	683 +27	+4%	+$1.04K	0.01%	497
2024 Q1	$24.5K	Buy	656 +61	+10%	+$2.24K	0.01%	506
2023 Q4	$22.8K	Buy	595 +55	+10%	+$1.91K	0.01%	382
2023 Q3	$19.3K	Buy	+540	New	+$21.5K	0.01%	394

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