Heartwood Wealth Advisors’s UDR UDR Stock Holding History

Heartwood Wealth Advisors’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	–	Sell	-135	Closed	-$5.03K	–	567
2025 Q3	$5.03K	Buy	+135	New	+$5.27K	﹤0.01%	417

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

Norges Bank Oslo, Norway $1T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Heartwood Wealth Advisors's UDR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of UDR (UDR) in Q4 2025, closing a stake of 135 shares — an estimated $5.03K sold.

Heartwood Wealth Advisors first reported a position in UDR in Q3 2025 and held it in 1 quarter. The position peaked at $5.03K in Q3 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

Heartwood Wealth Advisors reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 135 UDR shares in Q4 2025, an estimated $5.03K.
Heartwood Wealth Advisors first reported a position in UDR in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's UDR position peaked at $5.03K in Q3 2025.
525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.