Baldwin Wealth Partners’s UDR UDR Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-6	Closed	-$272	–	963
2024 Q3	$272	Buy	+6	New	+$257	﹤0.01%	1050

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's UDR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of UDR (UDR) in Q4 2024, closing a stake of 6 shares — an estimated $272 sold.

Baldwin Wealth Partners first reported a position in UDR in Q3 2024 and held it in 1 quarter. The position peaked at $272 in Q3 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

Baldwin Wealth Partners reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 6 UDR shares in Q4 2024, an estimated $272.
Baldwin Wealth Partners first reported a position in UDR in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's UDR position peaked at $272 in Q3 2024.
511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.