Cerity Partners

Cerity Partners’s UDR UDR Stock Holding History

Cerity Partners’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	$4.82M	Buy	142,652 +43,159	+43%	+$1.58M	0.01%	1031
2025 Q4	$3.65M	Sell	99,493 -6,737	-6%	-$240K	0.01%	1069
2025 Q3	$3.96M	Sell	106,230 -14,720	-12%	-$574K	0.01%	968
2025 Q2	$4.94M	Sell	120,950 -2,389	-2%	-$98.9K	0.01%	808
2025 Q1	$5.57M	Sell	123,339 -717	-0.6%	-$30.7K	0.01%	696
2024 Q4	$5.4M	Sell	124,056 -4,656	-4%	-$206K	0.01%	681
2024 Q3	$5.84M	Buy	128,712 +798	+0.6%	+$34.2K	0.01%	646
2024 Q2	$5.26M	Buy	127,914 +10,473	+9%	+$404K	0.01%	592
2024 Q1	$4.39M	Buy	117,441 +14,836	+14%	+$546K	0.01%	675
2023 Q4	$3.93M	Buy	102,605 +313	+0.3%	+$10.9K	0.01%	595
2023 Q3	$3.65M	Sell	102,292 -6,190	-6%	-$247K	0.02%	474
2023 Q2	$4.66M	Sell	108,482 -1,689	-2%	-$69.5K	0.02%	513
2023 Q1	$5.37M	Sell	110,171 -1,008	-0.9%	-$41.6K	0.01%	480
2022 Q4	$4.31M	Buy	111,179 +34,416	+45%	+$1.36M	0.03%	389
2022 Q3	$3.2M	Sell	76,763 -33,589	-30%	-$1.54M	0.04%	306
2022 Q2	$5.08M	Buy	+110,352	New	+$5.57M	0.06%	249

Other funds holding UDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return