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NorthRock Partners’s UDR UDR Stock Holding History

NorthRock 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
2025
Q4 		– Sell
-9,016
Closed -$336K – 898
2025
Q3 		$336K Buy
9,016
+3,527
+64% +$138K 0.01% 659
2025
Q2 		$224K Buy
5,489
+597
+12% +$24.7K 0.01% 614
2025
Q1 		$221K Sell
4,892
-267
-5% -$11.4K 0.01% 541
2024
Q4 		$224K Buy
5,159
+174
+3% +$7.69K 0.01% 549
2024
Q3 		$226K Buy
+4,985
New +$214K 0.01% 581

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NorthRock Partners's UDR Position: Q4 2025 in Review

NorthRock Partners sold out of UDR (UDR) in Q4 2025, closing a stake of 9,016 shares — an estimated $336K sold.

NorthRock Partners first reported a position in UDR in Q3 2024 and held it in 5 quarters. The position peaked at $336K in Q3 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • NorthRock Partners reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 9,016 UDR shares in Q4 2025, an estimated $336K.
  • NorthRock Partners first reported a position in UDR in Q3 2024 and held it in 5 quarters.
  • NorthRock Partners's UDR position peaked at $336K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.