CIBC Private Wealth Group
UDR icon

CIBC Private Wealth Group’s UDR UDR Stock Holding History

CIBC Private Wealth Group’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
Q4 		$108K Sell
2,944
-1,194
-29% -$42.5K ﹤0.01% 1481
2025
Q3 		$154K Buy
4,138
+1,107
+37% +$43.2K ﹤0.01% 1294
2025
Q2 		$124K Sell
3,031
-1,067
-26% -$44.2K ﹤0.01% 1305
2025
Q1 		$156K Buy
4,098
+1,269
+45% +$54.3K ﹤0.01% 1167
2024
Q4 		$117K Sell
2,829
-936
-25% -$41.4K ﹤0.01% 1367
2024
Q3 		$171K Buy
3,765
+10
+0.3% +$429 ﹤0.01% 1268
2024
Q2 		$153K Sell
3,755
-5
-0.1% -$193 ﹤0.01% 1222
2024
Q1 		$138K Buy
+3,760
New +$138K ﹤0.01% 1262
2021
Q3 		– Sell
-11,036
Closed -$540K – 1022
2021
Q2 		$540K Sell
11,036
-64
-0.6% -$3.01K ﹤0.01% 786
2021
Q1 		$487K Buy
11,100
+803
+8% +$33.2K ﹤0.01% 807
2020
Q4 		$395K Buy
+10,297
New +$376K ﹤0.01% 819
2020
Q2 		– Sell
-12,251
Closed -$448K – 805
2020
Q1 		$448K Sell
12,251
-2,515
-17% -$114K ﹤0.01% 650
2019
Q4 		$690K Buy
14,766
+123
+0.8% +$5.91K ﹤0.01% 652
2019
Q3 		$709K Buy
+14,643
New +$690K ﹤0.01% 630
2018
Q1 		– Sell
-10,677
Closed -$412K – 2072
2017
Q4 		$412K Buy
+10,677
New +$415K ﹤0.01% 822

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

CIBC Private Wealth Group's UDR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its UDR (UDR) stake by 29% in Q4 2025, selling an estimated $42.5K and leaving 2,944 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

CIBC Private Wealth Group first reported a position in UDR in Q4 2017 and has held it in 15 quarters since. The position peaked at $709K in Q3 2019. 524 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • CIBC Private Wealth Group held 2,944 shares of UDR worth $108K as of Q4 2025.
  • CIBC Private Wealth Group sold 1,194 UDR shares in Q4 2025, an estimated $42.5K.
  • UDR made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1481 holding.
  • CIBC Private Wealth Group first reported a position in UDR in Q4 2017 and has held it in 15 quarters since.
  • CIBC Private Wealth Group's UDR position peaked at $709K in Q3 2019.
  • 524 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.