HBK Sorce Advisory’s UDR UDR Stock Holding History

HBK Sorce Advisory’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	–	Sell	-8,396	Closed	-$315K	–	699
2025 Q4	$315K	Sell	8,396 -975	-10%	-$34.7K	0.01%	466
2025 Q3	$339K	Sell	9,371 -164	-2%	-$6.4K	0.01%	441
2025 Q2	$389K	Sell	9,535 -315	-3%	-$13K	0.01%	394
2025 Q1	$445K	Sell	9,850 -25	-0.3%	-$1.07K	0.01%	363
2024 Q4	$429K	Sell	9,875 -196	-2%	-$8.67K	0.01%	371
2024 Q3	$457K	Sell	10,071 -700	-6%	-$30K	0.01%	353
2024 Q2	$443K	Sell	10,771 -530	-5%	-$20.4K	0.02%	351
2024 Q1	$423K	Sell	11,301 -3,266	-22%	-$120K	0.01%	375
2023 Q4	$558K	Sell	14,567 -1,856	-11%	-$64.6K	0.02%	298
2023 Q3	$586K	Sell	16,423 -205	-1%	-$8.17K	0.03%	283
2023 Q2	$714K	Sell	16,628 -834	-5%	-$34.3K	0.03%	262
2023 Q1	$717K	Buy	+17,462	New	+$721K	0.03%	264

Other funds holding UDR

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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