Blue Trust Inc’s UDR UDR Stock Holding History

Blue Trust Inc’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	$2.2K	Sell	65 -17	-21%	-$624	﹤0.01%	2121
2025 Q4	$3.01K	Sell	82 -11	-12%	-$391	﹤0.01%	2083
2025 Q3	$3.46K	Sell	93 -25	-21%	-$975	﹤0.01%	2061
2025 Q2	$4.82K	Sell	118 -847	-88%	-$35.1K	﹤0.01%	2007
2025 Q1	$43.6K	Buy	965 +902	+1,432%	+$38.6K	﹤0.01%	1431
2024 Q4	$2.73K	Sell	63 -3,359	-98%	-$149K	﹤0.01%	2178
2024 Q3	$141K	Buy	3,422 +2,382	+229%	+$102K	﹤0.01%	1040
2024 Q2	$38.9K	Buy	1,040 +947	+1,018%	+$36.5K	﹤0.01%	1365
2024 Q1	$3.48K	Sell	93 -410	-82%	-$15.1K	﹤0.01%	1706
2023 Q4	$18K	Buy	503 +310	+161%	+$10.8K	﹤0.01%	1349
2023 Q3	$8K	Sell	193 -19	-9%	-$757	﹤0.01%	1496
2023 Q2	$9K	Sell	212 -72	-25%	-$2.96K	﹤0.01%	1356
2023 Q1	$11K	Sell	284 -109	-28%	-$4.5K	﹤0.01%	1582
2022 Q4	$17K	Buy	393 +256	+187%	+$10.1K	﹤0.01%	1358
2022 Q3	$6K	Buy	137 +6	+5%	+$275	﹤0.01%	1532
2022 Q2	$7K	Buy	+131	New	+$6.61K	﹤0.01%	1348

Other funds holding UDR

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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