High Note Wealth’s UDR UDR Stock Holding History

High Note Wealth’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 Q3	–	Sell	-3	Closed	-$122	–	997
2025 Q2	$122	Hold	3	–	–	﹤0.01%	861
2025 Q1	$136	Hold	3	–	–	﹤0.01%	843
2024 Q4	$130	Buy	+3	New	+$133	﹤0.01%	861

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

High Note Wealth's UDR Position: Q3 2025 in Review

High Note Wealth sold out of UDR (UDR) in Q3 2025, closing a stake of 3 shares — an estimated $122 sold.

High Note Wealth first reported a position in UDR in Q4 2024 and held it in 3 quarters. The position peaked at $136 in Q1 2025. 510 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

High Note Wealth reported no remaining UDR position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 3 UDR shares in Q3 2025, an estimated $122.
High Note Wealth first reported a position in UDR in Q4 2024 and held it in 3 quarters.
High Note Wealth's UDR position peaked at $136 in Q1 2025.
510 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.