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Avior Wealth Management’s UDR UDR Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-16
Closed -$694 – 2228
2024
Q4 		$694 Sell
16
-6
-27% -$265 ﹤0.01% 2244
2024
Q3 		$997 Buy
22
+6
+38% +$257 ﹤0.01% 2073
2024
Q2 		$658 Sell
16
-27
-63% -$1.04K ﹤0.01% 2082
2024
Q1 		$1.61K Buy
+43
New +$1.58K ﹤0.01% 2310

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's UDR Position: Q1 2025 in Review

Avior Wealth Management sold out of UDR (UDR) in Q1 2025, closing a stake of 16 shares — an estimated $694 sold.

Avior Wealth Management first reported a position in UDR in Q1 2024 and held it in 4 quarters. The position peaked at $1.61K in Q1 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Avior Wealth Management reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 16 UDR shares in Q1 2025, an estimated $694.
  • Avior Wealth Management first reported a position in UDR in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's UDR position peaked at $1.61K in Q1 2024.
  • 511 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.