Concourse Financial Group Securities’s UDR UDR Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-2	Closed	-$81	–	1925
2024 Q4	$81	Hold	2	–	–	﹤0.01%	2216
2024 Q3	$90	Hold	2	–	–	﹤0.01%	2206
2024 Q2	$82	Hold	2	–	–	﹤0.01%	2270
2024 Q1	$74	Buy	+2	New	+$74	﹤0.01%	2277
2023 Q2	–	Sell	-81	Closed	-$3.33K	–	2453
2023 Q1	$3.33K	Hold	81	–	–	﹤0.01%	1961
2022 Q4	$3.14K	Hold	81	–	–	﹤0.01%	1960
2022 Q3	$3K	Sell	81 -18	-18%	-$826	﹤0.01%	1775
2022 Q2	$5K	Buy	+99	New	+$4.99K	﹤0.01%	1867
2019 Q4	–	Sell	-25	Closed	-$1.2K	–	2137
2019 Q3	$1K	Buy	+25	New	+$1.18K	﹤0.01%	1698
2019 Q1	–	Sell	-55	Closed	-$2.39K	–	2411
2018 Q4	$2K	Buy	+55	New	+$2.22K	﹤0.01%	1939

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's UDR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of UDR (UDR) in Q1 2025, closing a stake of 2 shares — an estimated $81 sold.

Concourse Financial Group Securities first reported a position in UDR in Q4 2018 and held it in 10 quarters. The position peaked at $5K in Q2 2022. 512 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

Concourse Financial Group Securities reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 2 UDR shares in Q1 2025, an estimated $81.
Concourse Financial Group Securities first reported a position in UDR in Q4 2018 and held it in 10 quarters.
Concourse Financial Group Securities's UDR position peaked at $5K in Q2 2022.
512 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.