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CBIZ Investment Advisory Services’s UDR UDR Stock Holding History

CBIZ Investment Advisory Services’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
-44
Closed -$1.99K – 761
2025
Q1 		$1.99K Hold
44
– – ﹤0.01% 480
2024
Q4 		$1.91K Buy
+44
New +$1.95K ﹤0.01% 393

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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

CBIZ Investment Advisory Services's UDR Position: Q2 2025 in Review

CBIZ Investment Advisory Services sold out of UDR (UDR) in Q2 2025, closing a stake of 44 shares — an estimated $1.99K sold.

CBIZ Investment Advisory Services first reported a position in UDR in Q4 2024 and held it in 2 quarters. The position peaked at $1.99K in Q1 2025. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

  • CBIZ Investment Advisory Services reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 44 UDR shares in Q2 2025, an estimated $1.99K.
  • CBIZ Investment Advisory Services first reported a position in UDR in Q4 2024 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's UDR position peaked at $1.99K in Q1 2025.
  • 524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.