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Baker Ellis Asset Management’s UDR UDR Stock Holding History

Baker Ellis Asset 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
Q4 		– Sell
-8,420
Closed -$314K – 268
2025
Q3 		$314K Hold
8,420
– – 0.04% 200
2025
Q2 		$344K Buy
8,420
+400
+5% +$16.6K 0.05% 173
2025
Q1 		$362K Hold
8,020
– – 0.05% 167
2024
Q4 		$348K Buy
8,020
+3,500
+77% +$155K 0.05% 167
2024
Q3 		$205K Buy
+4,520
New +$194K 0.03% 217

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 $3.38T AUM 44.17% 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

Baker Ellis Asset Management's UDR Position: Q4 2025 in Review

Baker Ellis Asset Management sold out of UDR (UDR) in Q4 2025, closing a stake of 8,420 shares — an estimated $314K sold.

Baker Ellis Asset Management first reported a position in UDR in Q3 2024 and held it in 5 quarters. The position peaked at $362K in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Baker Ellis Asset Management reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Baker Ellis Asset Management sold 8,420 UDR shares in Q4 2025, an estimated $314K.
  • Baker Ellis Asset Management first reported a position in UDR in Q3 2024 and held it in 5 quarters.
  • Baker Ellis Asset Management's UDR position peaked at $362K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Baker Ellis Asset Management's 13F filing for Q4 2025, filed 21 Jan 2026.