First Trust Direct Indexing’s UDR UDR Stock Holding History

First Trust Direct Indexing’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
2024 Q4	–	Sell	-6,266	Closed	-$284K	–	869
2024 Q3	$284K	Sell	6,266 -609	-9%	-$26.1K	0.02%	766
2024 Q2	$283K	Buy	+6,875	New	+$265K	0.02%	688
2022 Q4	–	Sell	-6,507	Closed	-$271K	–	709
2022 Q3	$271K	Sell	6,507 -233	-3%	-$10.7K	0.04%	495
2022 Q2	$310K	Buy	6,740 +632	+10%	+$31.9K	0.04%	462
2022 Q1	$350K	Buy	6,108 +751	+14%	+$42.6K	0.04%	457
2021 Q4	$321K	Sell	5,357 -108	-2%	-$6.08K	0.04%	477
2021 Q3	$290K	Buy	+5,465	New	+$292K	0.04%	485
2021 Q1	–	Sell	-4,079	Closed	-$157K	–	953
2020 Q4	$157K	Buy	+4,079	New	+$149K	0.04%	398

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Direct Indexing's UDR Position: Q4 2024 in Review

First Trust Direct Indexing sold out of UDR (UDR) in Q4 2024, closing a stake of 6,266 shares — an estimated $284K sold.

First Trust Direct Indexing first reported a position in UDR in Q4 2020 and held it in 8 quarters. The position peaked at $350K in Q1 2022. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

First Trust Direct Indexing reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 6,266 UDR shares in Q4 2024, an estimated $284K.
First Trust Direct Indexing first reported a position in UDR in Q4 2020 and held it in 8 quarters.
First Trust Direct Indexing's UDR position peaked at $350K in Q1 2022.
511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.