HFW
UDR icon

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
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

Horizon Family Wealth's UDR Position: Q1 2025 in Review

Horizon Family Wealth sold out of UDR (UDR) in Q1 2025, closing a stake of 16,746 shares — an estimated $727K sold.

Horizon Family Wealth first reported a position in UDR in Q4 2021 and held it in 13 quarters. The position peaked at $905K in Q4 2021. 512 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Horizon Family Wealth reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Horizon Family Wealth sold 16,746 UDR shares in Q1 2025, an estimated $727K.
  • Horizon Family Wealth first reported a position in UDR in Q4 2021 and held it in 13 quarters.
  • Horizon Family Wealth's UDR position peaked at $905K in Q4 2021.
  • 512 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Horizon Family Wealth's 13F filing for Q1 2025, filed 9 May 2025.