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BOK Financial Private Wealth’s UDR UDR Stock Holding History

BOK Financial Private Wealth’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 		$334K Sell
9,891
-719
-7% -$26.4K 0.02% 149
2025
Q4 		$389K Sell
10,610
-852
-7% -$30.3K 0.02% 143
2025
Q3 		$427K Sell
11,462
-5,091
-31% -$199K 0.03% 133
2025
Q2 		$676K Buy
+16,553
New +$685K 0.05% 109
2025
Q1 		– Sell
-20
Closed -$869 – 661
2024
Q4 		$869 Buy
+20
New +$884 ﹤0.01% 519
2022
Q3 		– Sell
-271
Closed -$12K – 387
2022
Q2 		$12K Buy
+271
New +$13.7K ﹤0.01% 332

Other funds holding UDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return