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Moisand Fitzgerald Tamayo’s UDR UDR Stock Holding History

Moisand Fitzgerald Tamayo’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
-8
Closed -$299 – 575
2025
Q3 		$299 Hold
8
– – ﹤0.01% 562
2025
Q2 		$327 Hold
8
– – ﹤0.01% 562
2025
Q1 		$362 Sell
8
-109
-93% -$4.67K ﹤0.01% 566
2024
Q4 		$5.08K Buy
+117
New +$5.17K ﹤0.01% 418
2023
Q3 		– Sell
-17
Closed -$731 – 825
2023
Q2 		$731 Hold
17
– – ﹤0.01% 690
2023
Q1 		$699 Hold
17
– – ﹤0.01% 734
2022
Q4 		$658 Hold
17
– – ﹤0.01% 722
2022
Q3 		$1K Buy
+17
New +$780 ﹤0.01% 662

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moisand Fitzgerald Tamayo's UDR Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of UDR (UDR) in Q4 2025, closing a stake of 8 shares — an estimated $299 sold.

Moisand Fitzgerald Tamayo first reported a position in UDR in Q3 2022 and held it in 8 quarters. The position peaked at $5.08K in Q4 2024. 524 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Moisand Fitzgerald Tamayo reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 8 UDR shares in Q4 2025, an estimated $299.
  • Moisand Fitzgerald Tamayo first reported a position in UDR in Q3 2022 and held it in 8 quarters.
  • Moisand Fitzgerald Tamayo's UDR position peaked at $5.08K in Q4 2024.
  • 524 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.