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Global Retirement Partners’s UDR UDR Stock Holding History

Global Retirement Partners’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 		$180K Buy
4,906
+4,272
+674% +$152K ﹤0.01% 1534
2025
Q3 		$23.6K Sell
634
-36
-5% -$1.4K ﹤0.01% 2319
2025
Q2 		$27.4K Buy
+670
New +$27.7K ﹤0.01% 2113
2024
Q4 		$24.6K Sell
566
-202
-26% -$8.93K ﹤0.01% 1983
2024
Q3 		$34.8K Sell
768
-533
-41% -$22.8K ﹤0.01% 1737
2024
Q2 		$53.5K Buy
1,301
+36
+3% +$1.39K ﹤0.01% 1504
2024
Q1 		$47.3K Buy
1,265
+52
+4% +$1.91K ﹤0.01% 1441
2023
Q4 		$46.5K Sell
1,213
-1
-0.1% -$35 ﹤0.01% 1405
2023
Q3 		$43K Sell
1,214
-14
-1% -$558 ﹤0.01% 1349
2023
Q2 		$52.8K Buy
1,228
+24
+2% +$987 ﹤0.01% 1244
2023
Q1 		$48.4K Sell
1,204
-26
-2% -$1.07K ﹤0.01% 1256
2022
Q4 		$47.6K Buy
1,230
+183
+17% +$7.23K ﹤0.01% 1110
2022
Q3 		$42K Sell
1,047
-19
-2% -$872 ﹤0.01% 1093
2022
Q2 		$49K Buy
1,066
+25
+2% +$1.26K ﹤0.01% 999
2022
Q1 		$50K Buy
+1,041
New +$59.1K ﹤0.01% 998
2021
Q4 		– Sell
-5
Closed – – 1695
2021
Q3 		$0 Hold
5
– – ﹤0.01% 2060
2021
Q2 		$0 Buy
+5
New +$235 ﹤0.01% 1948

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 Retirement Partners's UDR Position: Q4 2025 in Review

Global Retirement Partners increased its UDR (UDR) stake by 674% in Q4 2025, buying an estimated $152K and bringing the position to 4,906 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Global Retirement Partners first reported a position in UDR in Q2 2021 and has held it in 17 quarters since. 524 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Global Retirement Partners held 4,906 shares of UDR worth $180K as of Q4 2025.
  • Global Retirement Partners bought 4,272 UDR shares in Q4 2025, an estimated $152K.
  • UDR made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1534 holding.
  • Global Retirement Partners first reported a position in UDR in Q2 2021 and has held it in 17 quarters since.
  • 524 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.