Gold Investment Management’s UDR UDR Stock Holding History

Gold Investment 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
2026 Q1	$11.8K	Hold	349	–	–	﹤0.01%	164
2025 Q4	$12.8K	Sell	349 -96	-22%	-$3.41K	﹤0.01%	165
2025 Q3	$16.6K	Hold	445	–	–	0.01%	159
2025 Q2	$18.2K	Hold	445	–	–	0.01%	159
2025 Q1	$20.1K	Hold	445	–	–	0.01%	158
2024 Q4	$19.3K	Hold	445	–	–	0.01%	158
2024 Q3	$20K	Hold	445	–	–	0.01%	156
2024 Q2	$18.3K	Hold	445	–	–	0.01%	159
2024 Q1	$16.6K	Hold	445	–	–	0.01%	161
2023 Q4	$17K	Buy	+445	New	+$15.5K	0.01%	161

Other funds holding UDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Gold Investment Management's UDR Position: Q1 2026 in Review

Gold Investment Management held its UDR (UDR) position steady in Q1 2026 at 349 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Gold Investment Management first reported a position in UDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.1K in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

Gold Investment Management held 349 shares of UDR worth $11.8K as of Q1 2026.
Gold Investment Management left its UDR share count unchanged in Q1 2026.
UDR made up ﹤0.01% of Gold Investment Management's portfolio in Q1 2026, its #164 holding.
Gold Investment Management first reported a position in UDR in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's UDR position peaked at $20.1K in Q1 2025.
525 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.