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GC Wealth Management RIA’s UDR UDR Stock Holding History

GC Wealth Management RIA’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
-15,014
Closed -$559K – 831
2025
Q3 		$559K Buy
15,014
+3,456
+30% +$135K 0.02% 524
2025
Q2 		$472K Buy
11,558
+1,507
+15% +$62.4K 0.04% 336
2025
Q1 		$454K Buy
10,051
+963
+11% +$41.2K 0.08% 195
2024
Q4 		$395K Buy
9,088
+1,595
+21% +$70.5K 0.07% 206
2024
Q3 		$340K Buy
7,493
+1,864
+33% +$79.9K 0.06% 237
2024
Q2 		$232K Buy
+5,629
New +$217K 0.05% 248

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GC Wealth Management RIA's UDR Position: Q4 2025 in Review

GC Wealth Management RIA sold out of UDR (UDR) in Q4 2025, closing a stake of 15,014 shares — an estimated $559K sold.

GC Wealth Management RIA first reported a position in UDR in Q2 2024 and held it in 6 quarters. The position peaked at $559K in Q3 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • GC Wealth Management RIA reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 15,014 UDR shares in Q4 2025, an estimated $559K.
  • GC Wealth Management RIA first reported a position in UDR in Q2 2024 and held it in 6 quarters.
  • GC Wealth Management RIA's UDR position peaked at $559K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.