Fox Run Management’s UDR UDR Stock Holding History

Fox Run 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 Q1	–	Sell	-5,653	Closed	-$245K	–	1253
2024 Q4	$245K	Buy	+5,653	New	+$250K	0.04%	704
2024 Q3	–	Sell	-48,573	Closed	-$2M	–	1112
2024 Q2	$2M	Buy	+48,573	New	+$1.87M	0.38%	29
2023 Q4	–	Sell	-17,377	Closed	-$620K	–	1031
2023 Q3	$620K	Buy	+17,377	New	+$693K	0.18%	194
2023 Q1	–	Sell	-6,861	Closed	-$266K	–	939
2022 Q4	$266K	Sell	6,861 -3,521	-34%	-$139K	0.11%	387
2022 Q3	$433K	Sell	10,382 -2,812	-21%	-$129K	0.17%	229
2022 Q2	$607K	Buy	13,194 +2,715	+26%	+$137K	0.3%	73
2022 Q1	$601K	Buy	+10,479	New	+$595K	0.33%	54
2019 Q3	–	Sell	-7,617	Closed	-$342K	–	568
2019 Q2	$342K	Sell	7,617 -5,442	-42%	-$245K	0.23%	181
2019 Q1	$594K	Buy	13,059 +6,560	+101%	+$285K	0.34%	69
2018 Q4	$257K	Buy	+6,499	New	+$263K	0.14%	319
2018 Q3	–	Sell	-9,815	Closed	-$368K	–	830
2018 Q2	$368K	Buy	+9,815	New	+$355K	0.12%	358
2018 Q1	–	Sell	-8,500	Closed	-$327K	–	933
2017 Q4	$327K	Buy	8,500 +2,900	+52%	+$113K	0.1%	432
2017 Q3	$213K	Buy	+5,600	New	+$217K	0.06%	590

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

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

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