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Cassady Schiller Wealth Management’s UDR UDR Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$564 Buy
+13
New +$575 ﹤0.01% 940

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's UDR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in UDR (UDR) in Q4 2024: 13 shares worth $564. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings.

511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

  • Cassady Schiller Wealth Management held 13 shares of UDR worth $564 as of Q4 2024.
  • UDR was a new Cassady Schiller Wealth Management position in Q4 2024.
  • UDR made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #940 holding.
  • 511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.