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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

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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