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Laird Norton Wetherby Wealth Management’s UDR UDR Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$217K Buy
5,831
+220
+4% +$8.58K 0.01% 864
2025
Q2 		$229K Buy
+5,611
New +$232K 0.01% 820
2024
Q4 		$286K Sell
6,580
-148
-2% -$6.54K 0.01% 715
2024
Q3 		$305K Sell
6,728
-33
-0.5% -$1.41K 0.01% 724
2024
Q2 		$278K Sell
6,761
-85
-1% -$3.28K 0.01% 740
2024
Q1 		$256K Sell
6,846
-220
-3% -$8.09K 0.01% 790
2023
Q4 		$271K Buy
7,066
+697
+11% +$24.2K 0.01% 756
2023
Q3 		$227K Sell
6,369
-1,248
-16% -$49.7K 0.01% 781
2023
Q2 		$327K Buy
7,617
+61
+0.8% +$2.51K 0.02% 682
2023
Q1 		$310K Buy
7,556
+228
+3% +$9.42K 0.02% 689
2022
Q4 		$284K Buy
7,328
+636
+10% +$25.1K 0.02% 705
2022
Q3 		$279K Buy
6,692
+208
+3% +$9.54K 0.02% 684
2022
Q2 		$299K Sell
6,484
-51
-0.8% -$2.57K 0.02% 683
2022
Q1 		$375K Buy
6,535
+105
+2% +$5.96K 0.02% 619
2021
Q4 		$386K Buy
6,430
+124
+2% +$6.98K 0.02% 628
2021
Q3 		$334K Buy
6,306
+29
+0.5% +$1.55K 0.02% 660
2021
Q2 		$307K Sell
6,277
-46
-0.7% -$2.16K 0.02% 711
2021
Q1 		$277K Sell
6,323
-24
-0.4% -$993 0.02% 632
2020
Q4 		$244K Buy
6,347
+73
+1% +$2.66K 0.02% 744
2020
Q3 		$205K Sell
6,274
-851
-12% -$29.9K 0.02% 639
2020
Q2 		$266K Sell
7,125
-1,555
-18% -$58.1K 0.03% 559
2020
Q1 		$317K Buy
8,680
+4,126
+91% +$187K 0.04% 438
2019
Q4 		$213K Buy
4,554
+222
+5% +$10.7K 0.02% 648
2019
Q3 		$210K Buy
+4,332
New +$204K 0.02% 648

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's UDR Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its UDR (UDR) stake by 3.9% in Q3 2025, buying an estimated $8.58K and bringing the position to 5,831 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #864.

Laird Norton Wetherby Wealth Management first reported a position in UDR in Q3 2019 and has held it in 24 quarters since. The position peaked at $386K in Q4 2021. 511 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 5,831 shares of UDR worth $217K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 220 UDR shares in Q3 2025, an estimated $8.58K.
  • UDR made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #864 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in UDR in Q3 2019 and has held it in 24 quarters since.
  • Laird Norton Wetherby Wealth Management's UDR position peaked at $386K in Q4 2021.
  • 511 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.