DoubleLine ETF Adviser’s UDR UDR Stock Holding History

DoubleLine ETF Adviser’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	$525K	Sell	15,546 -3,993	-20%	-$147K	0.2%	112
2025 Q4	$717K	Buy	19,539 +722	+4%	+$25.7K	0.22%	108
2025 Q3	$701K	Buy	18,817 +1,086	+6%	+$42.4K	0.21%	114
2025 Q2	$724K	Buy	17,731 +285	+2%	+$11.8K	0.23%	99
2025 Q1	$788K	Sell	17,446 -4,143	-19%	-$177K	0.26%	98
2024 Q4	$937K	Buy	21,589 +183	+0.9%	+$8.09K	0.25%	101
2024 Q3	$971K	Buy	+21,406	New	+$917K	0.24%	103
2024 Q2	–	Sell	-23,092	Closed	-$864K	–	239
2024 Q1	$864K	Buy	23,092 +2,232	+11%	+$82.1K	0.22%	106
2023 Q4	$799K	Buy	+20,860	New	+$726K	0.23%	101
2023 Q2	–	Sell	-15,394	Closed	-$632K	–	249
2023 Q1	$632K	Buy	15,394 +1,818	+13%	+$75.1K	0.27%	86
2022 Q4	$526K	Buy	+13,576	New	+$536K	0.27%	96

Other funds holding UDR

BlackRock New York $5.7T 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 $653B AUM 32.41% 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