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Avalon Trust’s UDR UDR Stock Holding History

Avalon Trust’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
Q4 		– Sell
-8
Closed -$299 – 616
2025
Q3 		$299 Buy
+8
New +$312 ﹤0.01% 603

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avalon Trust's UDR Position: Q4 2025 in Review

Avalon Trust sold out of UDR (UDR) in Q4 2025, closing a stake of 8 shares — an estimated $299 sold.

Avalon Trust first reported a position in UDR in Q3 2025 and held it in 1 quarter. The position peaked at $299 in Q3 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Avalon Trust reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 8 UDR shares in Q4 2025, an estimated $299.
  • Avalon Trust first reported a position in UDR in Q3 2025 and held it in 1 quarter.
  • Avalon Trust's UDR position peaked at $299 in Q3 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.