Bleakley Financial Group’s UDR UDR Stock Holding History

Bleakley Financial Group’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	$1.34M	Sell	39,735 -6,770	-15%	-$249K	0.02%	464
2025 Q4	$1.71M	Buy	46,505 +228	+0.5%	+$8.11K	0.03%	380
2025 Q3	$1.72M	Sell	46,277 -671	-1%	-$26.2K	0.04%	319
2025 Q2	$1.92M	Buy	46,948 +355	+0.8%	+$14.7K	0.05%	276
2025 Q1	$2.1M	Sell	46,593 -4,735	-9%	-$203K	0.07%	233
2024 Q4	$2.23M	Buy	51,328 +58	+0.1%	+$2.56K	0.07%	236
2024 Q3	$2.32M	Sell	51,270 -625	-1%	-$26.8K	0.07%	228
2024 Q2	$2.14M	Buy	+51,895	New	+$2M	0.06%	271
2023 Q4	–	Sell	-5,650	Closed	-$202K	–	976
2023 Q3	$202K	Sell	5,650 -800	-12%	-$31.9K	0.01%	804
2023 Q2	$277K	Buy	6,450 +106	+2%	+$4.36K	0.01%	746
2023 Q1	$260K	Buy	6,344 +70	+1%	+$2.89K	0.01%	744
2022 Q4	$243K	Buy	+6,274	New	+$248K	0.01%	757

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