NewSquare Capital’s UDR UDR Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-74	Closed	-$3.02K	–	1168
2025 Q2	$3.02K	Sell	74 -39	-35%	-$1.61K	﹤0.01%	894
2025 Q1	$5.1K	Buy	113 +100	+769%	+$4.28K	﹤0.01%	696
2024 Q4	$564	Buy	+13	New	+$575	﹤0.01%	702
2023 Q4	–	Sell	-50	Closed	-$1.78K	–	627
2023 Q3	$1.78K	Buy	+50	New	+$1.99K	﹤0.01%	461

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NewSquare Capital's UDR Position: Q3 2025 in Review

NewSquare Capital sold out of UDR (UDR) in Q3 2025, closing a stake of 74 shares — an estimated $3.02K sold.

NewSquare Capital first reported a position in UDR in Q3 2023 and held it in 4 quarters. The position peaked at $5.1K in Q1 2025. 511 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

NewSquare Capital reported no remaining UDR position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 74 UDR shares in Q3 2025, an estimated $3.02K.
NewSquare Capital first reported a position in UDR in Q3 2023 and held it in 4 quarters.
NewSquare Capital's UDR position peaked at $5.1K in Q1 2025.
511 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.