First Horizon Advisors’s UDR UDR Stock Holding History

First Horizon 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
2025 Q2	$8.17K	Hold	200	–	–	﹤0.01%	1738
2025 Q1	$9.03K	Buy	+200	New	+$8.56K	﹤0.01%	1637
2023 Q2	–	Sell	-3,378	Closed	-$139K	–	2523
2023 Q1	$139K	Buy	3,378 +2,430	+256%	+$100K	0.01%	552
2022 Q4	$36.7K	Hold	948	–	–	﹤0.01%	985
2022 Q3	$40K	Buy	948 +103	+12%	+$4.73K	﹤0.01%	927
2022 Q2	$39K	Sell	845 -97	-10%	-$4.89K	﹤0.01%	1025
2022 Q1	$54K	Sell	942 -62	-6%	-$3.52K	﹤0.01%	621
2021 Q4	$60K	Sell	1,004 -94	-9%	-$5.29K	﹤0.01%	854
2021 Q3	$58K	Buy	1,098 +53	+5%	+$2.83K	﹤0.01%	843
2021 Q2	$51K	Sell	1,045 -93	-8%	-$4.38K	﹤0.01%	781
2021 Q1	$50K	Hold	1,138	–	–	﹤0.01%	745
2020 Q4	$44K	Buy	1,138 +16	+1%	+$584	﹤0.01%	652
2020 Q3	$37K	Sell	1,122 -94	-8%	-$3.3K	﹤0.01%	635
2020 Q2	$45K	Buy	1,216 +109	+10%	+$4.07K	﹤0.01%	552
2020 Q1	$40K	Buy	1,107 +419	+61%	+$19K	﹤0.01%	533
2019 Q4	$32K	Buy	+688	New	+$33K	﹤0.01%	701
2015 Q3	–	Sell	-201	Closed	-$6K	–	1448
2015 Q2	$6K	Sell	201 -728	-78%	-$23.9K	﹤0.01%	1176
2015 Q1	$32K	Hold	929	–	–	﹤0.01%	690
2014 Q4	$29K	Hold	929	–	–	﹤0.01%	725
2014 Q3	$25K	Hold	929	–	–	﹤0.01%	751
2014 Q2	$27K	Buy	929 +394	+74%	+$10.6K	﹤0.01%	738
2014 Q1	$14K	Sell	535 -194	-27%	-$4.86K	﹤0.01%	882
2013 Q4	$17K	Buy	+729	New	+$17.5K	﹤0.01%	792

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Horizon Advisors's UDR Position: Q2 2025 in Review

First Horizon Advisors held its UDR (UDR) position steady in Q2 2025 at 200 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

First Horizon Advisors first reported a position in UDR in Q4 2013 and has held it in 23 quarters since. The position peaked at $139K in Q1 2023. 525 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

First Horizon Advisors held 200 shares of UDR worth $8.17K as of Q2 2025.
First Horizon Advisors left its UDR share count unchanged in Q2 2025.
UDR made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1738 holding.
First Horizon Advisors first reported a position in UDR in Q4 2013 and has held it in 23 quarters since.
First Horizon Advisors's UDR position peaked at $139K in Q1 2023.
525 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.