Bell Investment Advisors’s UDR UDR Stock Holding History

Bell Investment Advisors’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
2026 Q1	$473	Hold	14	–	–	﹤0.01%	1768
2025 Q4	$514	Buy	+14	New	+$498	﹤0.01%	1732
2025 Q3	–	Sell	-14	Closed	-$572	–	1959
2025 Q2	$572	Hold	14	–	–	﹤0.01%	1734
2025 Q1	$633	Hold	14	–	–	﹤0.01%	1684
2024 Q4	$608	Hold	14	–	–	﹤0.01%	1715
2024 Q3	$635	Hold	14	–	–	﹤0.01%	1720
2024 Q2	$577	Hold	14	–	–	﹤0.01%	1757
2024 Q1	$524	Hold	14	–	–	﹤0.01%	1808
2023 Q4	$537	Sell	14 -51	-78%	-$1.77K	﹤0.01%	1806
2023 Q3	$2.32K	Buy	65 +26	+67%	+$1.04K	﹤0.01%	1192
2023 Q2	$1.68K	Sell	39 -12	-24%	-$494	﹤0.01%	1383
2023 Q1	$2.1K	Buy	51 +12	+31%	+$496	﹤0.01%	1241
2022 Q4	$1.51K	Sell	39 -37	-49%	-$1.46K	﹤0.01%	1427
2022 Q3	$3K	Buy	76 +12	+19%	+$551	﹤0.01%	986
2022 Q2	$3K	Buy	+64	New	+$3.23K	﹤0.01%	1032
2021 Q4	$7K	Hold	121	–	–	﹤0.01%	636
2021 Q3	$6K	Buy	+121	New	+$6.46K	﹤0.01%	671

Other funds holding UDR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

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