Oliver Lagore Vanvalin Investment Group’s UDR UDR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$1.72K	Buy	+38	New	+$1.57K	﹤0.01%	567
2024 Q4	$3.91K	Hold	90	–	–	﹤0.01%	534
2024 Q3	$4.08K	Hold	90	–	–	﹤0.01%	521
2024 Q2	$3.7K	Hold	90	–	–	﹤0.01%	535
2024 Q1	$3.37K	Hold	90	–	–	﹤0.01%	567
2023 Q4	$3.45K	Hold	90	–	–	﹤0.01%	577
2023 Q3	$3.21K	Hold	90	–	–	﹤0.01%	628
2023 Q2	$3.87K	Buy	90 +68	+309%	+$2.8K	﹤0.01%	605
2023 Q1	$903	Buy	+22	New	+$909	﹤0.01%	628
2022 Q2	–	Sell	-23	Closed	-$1K	–	708
2022 Q1	$1K	Buy	+23	New	+$1.31K	﹤0.01%	549

Other funds holding UDR

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

CIM

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

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

Oliver Lagore Vanvalin Investment Group's UDR Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in UDR (UDR) in Q2 2025: 38 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in UDR as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in UDR in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.08K in Q3 2024. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 38 shares of UDR worth $1.72K as of Q2 2025.
UDR was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
UDR made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #567 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in UDR in Q1 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's UDR position peaked at $4.08K in Q3 2024.
524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.