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Carolinas Wealth Consulting’s UDR UDR Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-15
Closed -$678 – 878
2025
Q1 		$678 Hold
15
– – ﹤0.01% 944
2024
Q4 		$652 Hold
15
– – ﹤0.01% 983
2024
Q3 		$681 Buy
15
+10
+200% +$429 ﹤0.01% 976
2024
Q2 		$206 Hold
5
– – ﹤0.01% 1029
2024
Q1 		$187 Buy
+5
New +$184 ﹤0.01% 1023
2021
Q1 		– Sell
-54
Closed -$2K – 1001
2020
Q4 		$2K Hold
54
– – ﹤0.01% 764
2020
Q3 		$2K Sell
54
-29
-35% -$1.02K ﹤0.01% 754
2020
Q2 		$3K Buy
+83
New +$3.1K ﹤0.01% 469

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Cohen & Steers
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's UDR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of UDR (UDR) in Q2 2025, closing a stake of 15 shares — an estimated $678 sold.

Carolinas Wealth Consulting first reported a position in UDR in Q2 2020 and held it in 8 quarters. The position peaked at $3K in Q2 2020. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 15 UDR shares in Q2 2025, an estimated $678.
  • Carolinas Wealth Consulting first reported a position in UDR in Q2 2020 and held it in 8 quarters.
  • Carolinas Wealth Consulting's UDR position peaked at $3K in Q2 2020.
  • 524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.