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Clearstead Trust’s UDR UDR Stock Holding History

Clearstead Trust’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
-3
Closed -$136 – 1544
2025
Q1 		$136 Buy
+3
New +$128 ﹤0.01% 872
2024
Q4 		– Sell
-306
Closed -$13.9K – 440
2024
Q3 		$13.9K Hold
306
– – ﹤0.01% 337
2024
Q2 		$12.6K Sell
306
-1,031
-77% -$39.7K ﹤0.01% 344
2024
Q1 		$50K Sell
1,337
-676
-34% -$24.9K 0.01% 242
2023
Q4 		$77.1K Sell
2,013
-364
-15% -$12.7K 0.02% 211
2023
Q3 		$84.8K Hold
2,377
– – 0.03% 184
2023
Q2 		$102K Hold
2,377
– – 0.03% 179
2023
Q1 		$97.6K Hold
2,377
– – 0.03% 184
2022
Q4 		$92K Hold
2,377
– – 0.03% 185
2022
Q3 		$99K Buy
+2,377
New +$109K 0.03% 181

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Clearstead Trust's UDR Position: Q2 2025 in Review

Clearstead Trust sold out of UDR (UDR) in Q2 2025, closing a stake of 3 shares — an estimated $136 sold.

Clearstead Trust first reported a position in UDR in Q3 2022 and held it in 10 quarters. The position peaked at $102K in Q2 2023. 525 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

  • Clearstead Trust reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
  • Clearstead Trust sold 3 UDR shares in Q2 2025, an estimated $136.
  • Clearstead Trust first reported a position in UDR in Q3 2022 and held it in 10 quarters.
  • Clearstead Trust's UDR position peaked at $102K in Q2 2023.
  • 525 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.