Lee, Danner & Bass’s UDR UDR Stock Holding History

Lee, Danner & Bass’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	-54	Closed	-$2.34K	–	671
2024 Q4	$2.34K	Buy	+54	New	+$2.39K	﹤0.01%	663

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

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

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

Lee, Danner & Bass's UDR Position: Q1 2025 in Review

Lee, Danner & Bass sold out of UDR (UDR) in Q1 2025, closing a stake of 54 shares — an estimated $2.34K sold.

Lee, Danner & Bass first reported a position in UDR in Q4 2024 and held it in 1 quarter. The position peaked at $2.34K in Q4 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

Lee, Danner & Bass reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 54 UDR shares in Q1 2025, an estimated $2.34K.
Lee, Danner & Bass first reported a position in UDR in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's UDR position peaked at $2.34K in Q4 2024.
511 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.