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Cambridge Investment Research Advisors’s
UDR
UDR
Stock Holding History
Cambridge Investment Research 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
–
Sell
-5,602
Closed
-$205K
–
4077
2025
Q4
$205K
Sell
5,602
-404
-7%
-$14.4K
﹤0.01%
3569
2025
Q3
$224K
Buy
6,006
+825
+16%
+$32.2K
﹤0.01%
3387
2025
Q2
$212K
Buy
5,181
+258
+5%
+$10.7K
﹤0.01%
3306
2025
Q1
$222K
Sell
4,923
-74
-1%
-$3.17K
﹤0.01%
3121
2024
Q4
$217K
Buy
4,997
+16
+0.3%
+$708
﹤0.01%
3125
2024
Q3
$226K
Buy
+4,981
New
+$213K
﹤0.01%
3047
2022
Q4
–
Sell
-5,924
Closed
-$247K
–
3213
2022
Q3
$247K
Buy
5,924
+1,211
+26%
+$55.6K
﹤0.01%
2528
2022
Q2
$217K
Buy
4,713
+265
+6%
+$13.4K
﹤0.01%
2670
2022
Q1
$255K
Buy
4,448
+3
+0.1%
+$170
﹤0.01%
2680
2021
Q4
$267K
Sell
4,445
-17
-0.4%
-$957
﹤0.01%
2647
2021
Q3
$236K
Buy
4,462
+3
+0.1%
+$160
﹤0.01%
2666
2021
Q2
$218K
Sell
4,459
-34,278
-88%
-$1.61M
﹤0.01%
2751
2021
Q1
$1.7M
Buy
+38,737
New
+$1.6M
0.01%
1090
2020
Q2
–
Sell
-5,512
Closed
-$201K
–
2517
2020
Q1
$201K
Buy
5,512
+213
+4%
+$9.64K
﹤0.01%
1937
2019
Q4
$247K
Buy
5,299
+152
+3%
+$7.3K
﹤0.01%
2052
2019
Q3
$250K
Sell
5,147
-880
-15%
-$41.4K
﹤0.01%
1960
2019
Q2
$271K
Buy
6,027
+338
+6%
+$15.2K
﹤0.01%
1806
2019
Q1
$259K
Buy
+5,689
New
+$247K
﹤0.01%
1898
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$5.7T AUM
30.48%
1-Year Est. Return
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$1.91T AUM
Capital Research Global Investors
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$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
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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