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HHM Wealth Advisors’s UDR UDR Stock Holding History

HHM 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
Q2 		– Sell
-2
Closed -$91 – 939
2025
Q1 		$91 Sell
2
-24
-92% -$1.03K ﹤0.01% 908
2024
Q4 		$1.13K Buy
+26
New +$1.15K ﹤0.01% 836
2024
Q1 		– Sell
-172
Closed -$6.59K – 778
2023
Q4 		$6.59K Hold
172
– – ﹤0.01% 596
2023
Q3 		$6.14K Hold
172
– – ﹤0.01% 605
2023
Q2 		$7.39K Sell
172
-70
-29% -$2.88K ﹤0.01% 592
2023
Q1 		$9.94K Hold
242
– – ﹤0.01% 530
2022
Q4 		$9.37K Buy
242
+90
+59% +$3.56K ﹤0.01% 459
2022
Q3 		$6K Buy
+152
New +$6.97K ﹤0.01% 516

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

HHM Wealth Advisors's UDR Position: Q2 2025 in Review

HHM Wealth Advisors sold out of UDR (UDR) in Q2 2025, closing a stake of 2 shares — an estimated $91 sold.

HHM Wealth Advisors first reported a position in UDR in Q3 2022 and held it in 8 quarters. The position peaked at $9.94K in Q1 2023. 525 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

  • HHM Wealth Advisors reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 2 UDR shares in Q2 2025, an estimated $91.
  • HHM Wealth Advisors first reported a position in UDR in Q3 2022 and held it in 8 quarters.
  • HHM Wealth Advisors's UDR position peaked at $9.94K in Q1 2023.
  • 525 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.