CVA Family Office’s UDR UDR Stock Holding History

CVA Family Office’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	$3.38K	Hold	100	–	–	﹤0.01%	1368
2025 Q4	$3.67K	Sell	100 -399	-80%	-$14.2K	﹤0.01%	922
2025 Q3	$18.6K	Sell	499 -162	-25%	-$6.32K	﹤0.01%	708
2025 Q2	$27K	Buy	661 +177	+37%	+$7.33K	﹤0.01%	639
2025 Q1	$21.9K	Buy	484 +11	+2%	+$471	﹤0.01%	665
2024 Q4	$20.5K	Hold	473	–	–	﹤0.01%	673
2024 Q3	$21.4K	Hold	473	–	–	﹤0.01%	644
2024 Q2	$19.5K	Buy	473 +13	+3%	+$501	﹤0.01%	640
2024 Q1	$17.2K	Sell	460 -20	-4%	-$736	﹤0.01%	667
2023 Q4	$18.4K	Buy	+480	New	+$16.7K	﹤0.01%	642
2023 Q3	–	Sell	-50	Closed	-$2.15K	–	898
2023 Q2	$2.15K	Buy	50 +25	+100%	+$1.03K	﹤0.01%	880
2023 Q1	$1.03K	Buy	+25	New	+$1.03K	﹤0.01%	901
2022 Q4	–	Sell	-850	Closed	-$35K	–	1010
2022 Q3	$35K	Buy	850 +355	+72%	+$16.3K	0.01%	438
2022 Q2	$23K	Buy	495 +20	+4%	+$1.01K	0.01%	515
2022 Q1	$27K	Hold	475	–	–	0.01%	509
2021 Q4	$28K	Buy	+475	New	+$26.7K	0.01%	471
2021 Q3	–	Sell	-475	Closed	-$23K	–	853
2021 Q2	$23K	Hold	475	–	–	0.01%	505
2021 Q1	$21K	Buy	+475	New	+$19.6K	0.01%	410

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