Horizon Family Wealth’s UDR UDR Stock Holding History

Horizon Family 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 Q1	–	Sell	-16,746	Closed	-$727K	–	84
2024 Q4	$727K	Buy	16,746 +158	+1%	+$6.99K	0.48%	34
2024 Q3	$752K	Buy	16,588 +162	+1%	+$6.94K	0.54%	30
2024 Q2	$676K	Buy	16,426 +206	+1%	+$7.94K	0.51%	31
2024 Q1	$607K	Buy	16,220 +182	+1%	+$6.7K	0.47%	34
2023 Q4	$614K	Buy	16,038 +211	+1%	+$7.34K	0.52%	30
2023 Q3	$565K	Buy	15,827 +185	+1%	+$7.37K	0.55%	27
2023 Q2	$672K	Buy	15,642 +173	+1%	+$7.12K	0.64%	24
2023 Q1	$635K	Buy	15,469 +139	+0.9%	+$5.74K	0.67%	24
2022 Q4	$594K	Buy	15,330 +119	+0.8%	+$4.7K	0.68%	26
2022 Q3	$635K	Buy	15,211 +146	+1%	+$6.7K	0.78%	26
2022 Q2	$694K	Sell	15,065 -24	-0.2%	-$1.21K	0.81%	26
2022 Q1	$866K	Hold	15,089	–	–	0.86%	28
2021 Q4	$905K	Buy	+15,089	New	+$849K	0.92%	27

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

Norges Bank Oslo, Norway $935B AUM

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

Capital Research Global Investors

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

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

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

Geode Capital Management

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