EWM
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Empirical Wealth Management’s UDR UDR Stock Holding History

Empirical Wealth Management’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
Q4 		– Sell
-6,577
Closed -$245K – 979
2025
Q3 		$245K Buy
+6,577
New +$257K ﹤0.01% 689
2025
Q2 		– Sell
-6,658
Closed -$301K – 731
2025
Q1 		$301K Buy
+6,658
New +$285K 0.01% 516

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empirical Wealth Management's UDR Position: Q4 2025 in Review

Empirical Wealth Management sold out of UDR (UDR) in Q4 2025, closing a stake of 6,577 shares — an estimated $245K sold.

Empirical Wealth Management first reported a position in UDR in Q1 2025 and held it in 2 quarters. The position peaked at $301K in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Empirical Wealth Management reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 6,577 UDR shares in Q4 2025, an estimated $245K.
  • Empirical Wealth Management first reported a position in UDR in Q1 2025 and held it in 2 quarters.
  • Empirical Wealth Management's UDR position peaked at $301K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.