Naviter Wealth’s UDR UDR Stock Holding History

Naviter Wealth’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	$513K	Sell	15,176 -1,064	-7%	-$39.1K	0.06%	204
2025 Q4	$596K	Sell	16,240 -3,017	-16%	-$107K	0.08%	186
2025 Q3	$718K	Buy	19,257 +155	+0.8%	+$6.05K	0.08%	174
2025 Q2	$780K	Buy	19,102 +1,851	+11%	+$76.7K	0.1%	175
2025 Q1	$768K	Buy	17,251 +814	+5%	+$34.9K	0.09%	184
2024 Q4	$714K	Buy	+16,437	New	+$727K	0.09%	190
2024 Q1	–	Sell	-13,877	Closed	-$531K	–	248
2023 Q4	$531K	Sell	13,877 -2,057	-13%	-$71.6K	0.11%	171
2023 Q3	$568K	Buy	15,934 +1,355	+9%	+$54K	0.14%	164
2023 Q2	$626K	Buy	14,579 +2,081	+17%	+$85.6K	0.16%	158
2023 Q1	$513K	Buy	12,498 +2,558	+26%	+$106K	0.18%	149
2022 Q4	$408K	Buy	9,940 +2,032	+26%	+$80.3K	0.11%	164
2022 Q3	$330K	Buy	+7,908	New	+$363K	0.13%	154

Other funds holding UDR

BlackRock New York $5.7T 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 $653B AUM 32.41% 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