Covestor’s UDR UDR Stock Holding History

Covestor’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	$5K	Sell	158 -135	-46%	-$4.96K	﹤0.01%	1837
2025 Q4	$11K	Buy	293 +6	+2%	+$213	0.01%	1542
2025 Q3	$11K	Buy	287 +17	+6%	+$663	0.01%	1571
2025 Q2	$11K	Sell	270 -7	-3%	-$290	0.01%	1563
2025 Q1	$13K	Sell	277 -600	-68%	-$25.7K	0.01%	1368
2024 Q4	$38K	Sell	877 -2,215	-72%	-$97.9K	0.02%	961
2024 Q3	$140K	Sell	3,092 -11	-0.4%	-$471	0.09%	346
2024 Q2	$128K	Sell	3,103 -233	-7%	-$8.98K	0.08%	360
2024 Q1	$125K	Buy	3,336 +515	+18%	+$18.9K	0.08%	383
2023 Q4	$108K	Buy	2,821 +1,330	+89%	+$46.3K	0.07%	450
2023 Q3	$53K	Buy	1,491 +112	+8%	+$4.46K	0.04%	753
2023 Q2	$59K	Sell	1,379 -707	-34%	-$29.1K	0.04%	715
2023 Q1	$86K	Sell	2,086 -242	-10%	-$10K	0.07%	462
2022 Q4	$90K	Buy	2,328 +2,016	+646%	+$79.6K	0.07%	444
2022 Q3	$13K	Sell	312 -6	-2%	-$275	0.01%	1165
2022 Q2	$15K	Buy	318 +6	+2%	+$303	0.01%	1066
2022 Q1	$18K	Buy	312 +121	+63%	+$6.87K	0.01%	1099
2021 Q4	$11K	Buy	+191	New	+$10.7K	0.02%	1002

Other funds holding UDR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Geode Capital Management

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

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return