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Marshall & Sterling Wealth Advisors’s UDR UDR Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-157
Closed -$5.85K – 608
2025
Q3 		$5.85K Buy
157
+13
+9% +$507 ﹤0.01% 475
2025
Q2 		$5.88K Hold
144
– – ﹤0.01% 457
2025
Q1 		$6.5K Buy
+144
New +$6.17K ﹤0.01% 418

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Marshall & Sterling Wealth Advisors's UDR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of UDR (UDR) in Q4 2025, closing a stake of 157 shares — an estimated $5.85K sold.

Marshall & Sterling Wealth Advisors first reported a position in UDR in Q1 2025 and held it in 3 quarters. The position peaked at $6.5K in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 157 UDR shares in Q4 2025, an estimated $5.85K.
  • Marshall & Sterling Wealth Advisors first reported a position in UDR in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's UDR position peaked at $6.5K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.