Graves Light Lenhart Wealth’s UDR UDR Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-5,758	Closed	-$235K	–	198
2025 Q2	$235K	Hold	5,758	–	–	0.03%	172
2025 Q1	$260K	Hold	5,758	–	–	0.03%	154
2024 Q4	$250K	Hold	5,758	–	–	0.03%	157
2024 Q3	$261K	Hold	5,758	–	–	0.03%	155
2024 Q2	$236K	Hold	5,758	–	–	0.03%	163
2024 Q1	$215K	Hold	5,758	–	–	0.03%	170
2023 Q4	$220K	Hold	5,758	–	–	0.03%	167
2023 Q3	$206K	Sell	5,758 -589	-9%	-$23.5K	0.03%	165
2023 Q2	$273K	Hold	6,347	–	–	0.04%	151
2023 Q1	$261K	Hold	6,347	–	–	0.04%	139
2022 Q4	$246K	Hold	6,347	–	–	0.04%	145
2022 Q3	$265K	Hold	6,347	–	–	0.04%	141
2022 Q2	$292K	Hold	6,347	–	–	0.04%	142
2022 Q1	$364K	Hold	6,347	–	–	0.05%	129
2021 Q4	$381K	Hold	6,347	–	–	0.05%	135
2021 Q3	$336K	Hold	6,347	–	–	0.05%	132
2021 Q2	$311K	Hold	6,347	–	–	0.05%	137
2021 Q1	$278K	Hold	6,347	–	–	0.05%	146
2020 Q4	$244K	Hold	6,347	–	–	0.05%	152
2020 Q3	$207K	Sell	6,347 -3,121	-33%	-$110K	0.05%	154
2020 Q2	$354K	Sell	9,468 -585	-6%	-$21.8K	0.08%	105
2020 Q1	$367K	Hold	10,053	–	–	0.1%	100
2019 Q4	$469K	Hold	10,053	–	–	0.1%	104
2019 Q3	$505K	Hold	10,053	–	–	0.11%	101
2019 Q2	$451K	Hold	10,053	–	–	0.11%	101
2019 Q1	$457K	Buy	10,053 +4,795	+91%	+$208K	0.12%	93
2018 Q4	$208K	Buy	+5,258	New	+$212K	0.06%	135

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Graves Light Lenhart Wealth's UDR Position: Q3 2025 in Review

Graves Light Lenhart Wealth sold out of UDR (UDR) in Q3 2025, closing a stake of 5,758 shares — an estimated $235K sold.

Graves Light Lenhart Wealth first reported a position in UDR in Q4 2018 and held it in 27 quarters. The position peaked at $505K in Q3 2019. 511 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

Graves Light Lenhart Wealth reported no remaining UDR position as of Q3 2025 after selling out during the quarter.
Graves Light Lenhart Wealth sold 5,758 UDR shares in Q3 2025, an estimated $235K.
Graves Light Lenhart Wealth first reported a position in UDR in Q4 2018 and held it in 27 quarters.
Graves Light Lenhart Wealth's UDR position peaked at $505K in Q3 2019.
511 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2025, filed 7 Oct 2025.