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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 0.01% 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 0.01% 503
2024
Q3 		$246K Sell
5,421
-104
-2% -$4.46K 0.01% 497
2024
Q2 		$227K Hold
5,525
– – 0.01% 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 0.01% 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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Checchi Capital Advisers's UDR Position: Q3 2025 in Review

Checchi Capital Advisers sold out of UDR (UDR) in Q3 2025, closing a stake of 6,414 shares — an estimated $262K sold.

Checchi Capital Advisers first reported a position in UDR in Q1 2016 and held it in 16 quarters. The position peaked at $345K in Q2 2022. 511 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

  • Checchi Capital Advisers reported no remaining UDR position as of Q3 2025 after selling out during the quarter.
  • Checchi Capital Advisers sold 6,414 UDR shares in Q3 2025, an estimated $262K.
  • Checchi Capital Advisers first reported a position in UDR in Q1 2016 and held it in 16 quarters.
  • Checchi Capital Advisers's UDR position peaked at $345K in Q2 2022.
  • 511 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on Checchi Capital Advisers's 13F filing for Q3 2025, filed 5 Nov 2025.