CCA
UDR icon

Checchi Capital Advisers’s UDR UDR Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-6,414
Closed -$262K – 590
2025
Q2 		$262K Sell
6,414
-321
-5% -$13.3K 0.02% 484
2025
Q1 		$304K Buy
6,735
+1,269
+23% +$54.3K 0.02% 455
2024
Q4 		$237K Buy
5,466
+45
+0.8% +$1.99K 0.02% 503
2024
Q3 		$246K Sell
5,421
-104
-2% -$4.46K 0.02% 497
2024
Q2 		$227K Hold
5,525
– – 0.02% 504
2024
Q1 		$207K Sell
5,525
-56
-1% -$2.06K 0.02% 544
2023
Q4 		$214K Buy
+5,581
New +$194K 0.02% 517
2023
Q3 		– Sell
-6,718
Closed -$289K – 580
2023
Q2 		$289K Sell
6,718
-129
-2% -$5.31K 0.03% 438
2023
Q1 		$281K Buy
6,847
+904
+15% +$37.3K 0.03% 433
2022
Q4 		$230K Sell
5,943
-1,211
-17% -$47.8K 0.02% 479
2022
Q3 		$298K Buy
7,154
+36
+0.5% +$1.65K 0.03% 390
2022
Q2 		$345K Buy
7,118
+3,540
+99% +$179K 0.03% 385
2022
Q1 		$205K Buy
3,578
+116
+3% +$6.58K 0.02% 514
2021
Q4 		$208K Buy
+3,462
New +$195K 0.02% 496
2016
Q3 		– Sell
-2,556
Closed -$94K – 1156
2016
Q2 		$94K Buy
2,556
+332
+15% +$11.9K 0.02% 606
2016
Q1 		$86K Buy
+2,224
New +$79.6K 0.02% 646

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return