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Continuum Advisory’s UDR UDR Stock Holding History

Continuum Advisory’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
-1,275
Closed -$55.3K – 1934
2024
Q4 		$55.3K Buy
1,275
+351
+38% +$15.5K 0.01% 635
2024
Q3 		$41.2K Buy
924
+907
+5,335% +$38.9K 0.01% 696
2024
Q2 		$700 Hold
17
– – ﹤0.01% 1540
2024
Q1 		$664 Buy
+17
New +$625 ﹤0.01% 1554

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Continuum Advisory's UDR Position: Q1 2025 in Review

Continuum Advisory sold out of UDR (UDR) in Q1 2025, closing a stake of 1,275 shares — an estimated $55.3K sold.

Continuum Advisory first reported a position in UDR in Q1 2024 and held it in 4 quarters. The position peaked at $55.3K in Q4 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Continuum Advisory reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,275 UDR shares in Q1 2025, an estimated $55.3K.
  • Continuum Advisory first reported a position in UDR in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's UDR position peaked at $55.3K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.