Envestnet Portfolio Solutions
UDR icon

Envestnet Portfolio Solutions’s UDR UDR Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-6,625
Closed -$288K – 1770
2024
Q4 		$288K Sell
6,625
-332
-5% -$14.7K ﹤0.01% 1525
2024
Q3 		$315K Sell
6,957
-247
-3% -$10.6K ﹤0.01% 1422
2024
Q2 		$296K Buy
7,204
+1,050
+17% +$40.5K ﹤0.01% 1383
2024
Q1 		$230K Sell
6,154
-101
-2% -$3.72K ﹤0.01% 1488
2023
Q4 		$239K Buy
+6,255
New +$218K ﹤0.01% 1409

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Envestnet Portfolio Solutions's UDR Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of UDR (UDR) in Q1 2025, closing a stake of 6,625 shares — an estimated $288K sold.

Envestnet Portfolio Solutions first reported a position in UDR in Q4 2023 and held it in 5 quarters. The position peaked at $315K in Q3 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,625 UDR shares in Q1 2025, an estimated $288K.
  • Envestnet Portfolio Solutions first reported a position in UDR in Q4 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's UDR position peaked at $315K in Q3 2024.
  • 511 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.