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Empowered Funds’s UDR UDR Stock Holding History

Empowered Funds’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
-7,511
Closed -$280K – 1851
2025
Q3 		$280K Buy
7,511
+299
+4% +$11.7K ﹤0.01% 1615
2025
Q2 		$294K Buy
7,212
+1,083
+18% +$44.8K ﹤0.01% 1517
2025
Q1 		$277K Buy
6,129
+337
+6% +$14.4K ﹤0.01% 1431
2024
Q4 		$251K Buy
5,792
+546
+10% +$24.1K ﹤0.01% 1439
2024
Q3 		$238K Buy
5,246
+350
+7% +$15K ﹤0.01% 1294
2024
Q2 		$201K Buy
+4,896
New +$189K ﹤0.01% 1302

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empowered Funds's UDR Position: Q4 2025 in Review

Empowered Funds sold out of UDR (UDR) in Q4 2025, closing a stake of 7,511 shares — an estimated $280K sold.

Empowered Funds first reported a position in UDR in Q2 2024 and held it in 6 quarters. The position peaked at $294K in Q2 2025. 524 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Empowered Funds reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 7,511 UDR shares in Q4 2025, an estimated $280K.
  • Empowered Funds first reported a position in UDR in Q2 2024 and held it in 6 quarters.
  • Empowered Funds's UDR position peaked at $294K in Q2 2025.
  • 524 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.