Eagle Bay Advisors’s UDR UDR Stock Holding History

Eagle Bay Advisors’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	–	Sell	-855	Closed	-$31.4K	–	252
2025 Q4	$31.4K	Buy	+855	New	+$30.4K	0.02%	196
2025 Q1	–	Sell	-1,461	Closed	-$63.4K	–	894
2024 Q4	$63.4K	Sell	1,461 -716	-33%	-$31.7K	0.04%	298
2024 Q3	$98.7K	Buy	2,177 +28	+1%	+$1.2K	0.04%	298
2024 Q2	$88.4K	Sell	2,149 -1,001	-32%	-$38.6K	0.05%	248
2024 Q1	$118K	Buy	3,150 +218	+7%	+$8.02K	0.07%	184
2023 Q4	$112K	Sell	2,932 -3,384	-54%	-$118K	0.07%	193
2023 Q3	$225K	Buy	6,316 +1,752	+38%	+$69.8K	0.1%	132
2023 Q2	$196K	Sell	4,564 -366	-7%	-$15.1K	0.11%	128
2023 Q1	$202K	Sell	4,930 -1,045	-17%	-$43.2K	0.11%	123
2022 Q4	$231K	Buy	5,975 +1,151	+24%	+$45.5K	0.13%	117
2022 Q3	$201K	Buy	+4,824	New	+$221K	0.13%	122
2021 Q4	–	Sell	-3	Closed	–	–	1273
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1170
2021 Q2	$1K	Buy	+3	New	+$141	﹤0.01%	936

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