Colonial Trust’s UDR UDR Stock Holding History

Colonial 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
2026 Q1	–	Sell	-6	Closed	-$220	–	1172
2025 Q4	$220	Buy	+6	New	+$213	﹤0.01%	1075
2025 Q3	–	Sell	-19	Closed	-$776	–	1125
2025 Q2	$776	Buy	19 +14	+280%	+$580	﹤0.01%	1038
2025 Q1	$223	Sell	5 -1	-17%	-$43	﹤0.01%	1074
2024 Q4	$258	Buy	+6	New	+$265	﹤0.01%	1304

Other funds holding UDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Colonial Trust's UDR Position: Q1 2026 in Review

Colonial Trust sold out of UDR (UDR) in Q1 2026, closing a stake of 6 shares — an estimated $220 sold.

Colonial Trust first reported a position in UDR in Q4 2024 and held it in 4 quarters. The position peaked at $776 in Q2 2025. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

Colonial Trust reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
Colonial Trust sold 6 UDR shares in Q1 2026, an estimated $220.
Colonial Trust first reported a position in UDR in Q4 2024 and held it in 4 quarters.
Colonial Trust's UDR position peaked at $776 in Q2 2025.
528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.