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Bartlett & Co Wealth Management’s UDR UDR Stock Holding History

Bartlett & Co 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
Q4 		– Sell
-121
Closed -$4.51K – 1269
2025
Q3 		$4.51K Buy
121
+118
+3,933% +$4.6K ﹤0.01% 1020
2025
Q2 		$122 Buy
+3
New +$124 ﹤0.01% 1221

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

Bartlett & Co Wealth Management's UDR Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of UDR (UDR) in Q4 2025, closing a stake of 121 shares — an estimated $4.51K sold.

Bartlett & Co Wealth Management first reported a position in UDR in Q2 2025 and held it in 2 quarters. The position peaked at $4.51K in Q3 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Bartlett & Co Wealth Management reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 121 UDR shares in Q4 2025, an estimated $4.51K.
  • Bartlett & Co Wealth Management first reported a position in UDR in Q2 2025 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's UDR position peaked at $4.51K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.