GW&K Investment Management’s UDR UDR Stock Holding History

GW&K 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	$2K	Sell	73 -4	-5%	-$147	﹤0.01%	1000
2025 Q4	$3K	Sell	77 -15	-16%	-$533	﹤0.01%	956
2025 Q3	$3K	Sell	92 -19	-17%	-$741	﹤0.01%	956
2025 Q2	$5K	Buy	111 +60	+118%	+$2.48K	﹤0.01%	920
2025 Q1	$2K	Hold	51	–	–	﹤0.01%	979
2024 Q4	$2K	Hold	51	–	–	﹤0.01%	943
2024 Q3	$2K	Buy	51 +9	+21%	+$386	﹤0.01%	927
2024 Q2	$2K	Buy	42 +11	+35%	+$424	﹤0.01%	898
2024 Q1	$1K	Hold	31	–	–	﹤0.01%	912
2023 Q4	$1K	Buy	31 +5	+19%	+$174	﹤0.01%	919
2023 Q3	$1K	Buy	26 +15	+136%	+$598	﹤0.01%	902
2023 Q2	$0	Buy	+11	New	+$453	﹤0.01%	921
2022 Q3	–	Sell	-128	Closed	-$6K	–	794
2022 Q2	$6K	Buy	128 +120	+1,500%	+$6.05K	﹤0.01%	576
2022 Q1	$0	Buy	+8	New	+$454	﹤0.01%	847

Other funds holding UDR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

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