MCF Advisors’s UDR UDR Stock Holding History

MCF 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 Q1	–	Sell	-21	Closed	-$912	–	1022
2024 Q4	$912	Sell	21 -7	-25%	-$310	﹤0.01%	919
2024 Q3	$1.27K	Hold	28	–	–	﹤0.01%	884
2024 Q2	$1.15K	Hold	28	–	–	﹤0.01%	895
2024 Q1	$1.05K	Buy	28 +7	+33%	+$258	﹤0.01%	877
2023 Q4	$805	Sell	21 -10	-32%	-$348	﹤0.01%	857
2023 Q3	$1.11K	Hold	31	–	–	﹤0.01%	820
2023 Q2	$1.33K	Hold	31	–	–	﹤0.01%	753
2023 Q1	$1.27K	Hold	31	–	–	﹤0.01%	750
2022 Q4	$1.2K	Buy	31 +19	+158%	+$751	﹤0.01%	727
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	789
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	747
2022 Q1	$1K	Buy	+12	New	+$681	﹤0.01%	751
2021 Q4	–	Sell	-12	Closed	-$1K	–	635
2021 Q3	$1K	Buy	+12	New	+$641	﹤0.01%	736

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