Metis Global Partners’s UDR UDR Stock Holding History

Metis Global Partners’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
2026 Q1	$4.49M	Buy	132,829 +5,019	+4%	+$184K	0.11%	154
2025 Q4	$4.69M	Buy	127,810 +49,577	+63%	+$1.76M	0.11%	153
2025 Q3	$2.91M	Buy	78,233 +17,336	+28%	+$676K	0.07%	242
2025 Q2	$2.49M	Buy	60,897 +10,514	+21%	+$435K	0.06%	266
2025 Q1	$2.28M	Buy	50,383 +5,788	+13%	+$248K	0.06%	285
2024 Q4	$1.94M	Buy	44,595 +3,882	+10%	+$172K	0.06%	288
2024 Q3	$1.85M	Buy	40,713 +6,976	+21%	+$299K	0.06%	304
2024 Q2	$1.39M	Buy	33,737 +3,144	+10%	+$121K	0.05%	346
2024 Q1	$1.14M	Buy	30,593 +854	+3%	+$31.4K	0.04%	393
2023 Q4	$1.14M	Buy	29,739 +843	+3%	+$29.3K	0.05%	372
2023 Q3	$1.03M	Buy	28,896 +2,019	+8%	+$80.5K	0.05%	372
2023 Q2	$1.15M	Buy	26,877 +17,056	+174%	+$702K	0.06%	331
2023 Q1	$403K	Buy	9,821 +3,372	+52%	+$139K	0.03%	530
2022 Q4	$250K	Buy	+6,449	New	+$255K	0.02%	565
2022 Q3	–	Sell	-4,628	Closed	-$213K	–	551
2022 Q2	$213K	Sell	4,628 -84	-2%	-$4.24K	0.03%	498
2022 Q1	$271K	Buy	+4,712	New	+$267K	0.03%	454

Other funds holding UDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return