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Global Financial Private Client’s UDR UDR Stock Holding History

Global Financial Private Client’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 		– Sell
-56
Closed -$2.53K – 1509
2025
Q1 		$2.53K Hold
56
– – ﹤0.01% 811
2024
Q4 		$2.43K Hold
56
– – ﹤0.01% 709
2024
Q3 		$2.54K Buy
+56
New +$2.4K ﹤0.01% 701

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

Global Financial Private Client's UDR Position: Q2 2025 in Review

Global Financial Private Client sold out of UDR (UDR) in Q2 2025, closing a stake of 56 shares — an estimated $2.53K sold.

Global Financial Private Client first reported a position in UDR in Q3 2024 and held it in 3 quarters. The position peaked at $2.54K in Q3 2024. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

  • Global Financial Private Client reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 56 UDR shares in Q2 2025, an estimated $2.53K.
  • Global Financial Private Client first reported a position in UDR in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's UDR position peaked at $2.54K in Q3 2024.
  • 524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.