Atria Investments’s UDR UDR Stock Holding History

Atria Investments’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	$613K	Buy	18,145 +1,968	+12%	+$72.3K	0.01%	1333
2025 Q4	$593K	Sell	16,177 -1,552	-9%	-$55.2K	0.01%	1335
2025 Q3	$661K	Sell	17,729 -3,621	-17%	-$141K	0.01%	1269
2025 Q2	$872K	Sell	21,350 -1,453	-6%	-$60.2K	0.01%	1113
2025 Q1	$1.03M	Buy	22,803 +965	+4%	+$41.3K	0.01%	979
2024 Q4	$948K	Sell	21,838 -3,854	-15%	-$170K	0.01%	1010
2024 Q3	$1.16M	Sell	25,692 -2,611	-9%	-$112K	0.01%	895
2024 Q2	$1.16M	Sell	28,303 -931	-3%	-$35.9K	0.02%	865
2024 Q1	$1.09M	Sell	29,234 -1,461	-5%	-$53.7K	0.02%	916
2023 Q4	$1.18M	Sell	30,695 -4,877	-14%	-$170K	0.02%	827
2023 Q3	$1.27M	Sell	35,572 -1,557	-4%	-$62.1K	0.02%	746
2023 Q2	$1.6M	Sell	37,129 -997	-3%	-$41K	0.03%	641
2023 Q1	$1.57M	Buy	+38,126	New	+$1.58M	0.03%	629
2022 Q4	–	Sell	-28,670	Closed	-$1.2M	–	807
2022 Q3	$1.2M	Buy	+28,670	New	+$1.32M	0.03%	659

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