HCA
UDR icon

Heck Capital Advisors’s UDR UDR Stock Holding History

Heck Capital 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
Q1 		– Sell
-15
Closed -$651 – 747
2024
Q4 		$651 Buy
+15
New +$663 ﹤0.01% 740

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heck Capital Advisors's UDR Position: Q1 2025 in Review

Heck Capital Advisors sold out of UDR (UDR) in Q1 2025, closing a stake of 15 shares — an estimated $651 sold.

Heck Capital Advisors first reported a position in UDR in Q4 2024 and held it in 1 quarter. The position peaked at $651 in Q4 2024. 512 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Heck Capital Advisors reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 15 UDR shares in Q1 2025, an estimated $651.
  • Heck Capital Advisors first reported a position in UDR in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's UDR position peaked at $651 in Q4 2024.
  • 512 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.