Pacific Sun Financial’s UDR UDR Stock Holding History

Pacific Sun Financial’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	$536K	Buy	15,859 +580	+4%	+$21.3K	0.26%	121
2025 Q4	$560K	Sell	15,279 -32	-0.2%	-$1.14K	0.27%	110
2025 Q3	$570K	Buy	15,311 +2,805	+22%	+$109K	0.28%	108
2025 Q2	$511K	Buy	12,506 +1,555	+14%	+$64.4K	0.27%	111
2025 Q1	$495K	Buy	10,951 +515	+5%	+$22.1K	0.28%	114
2024 Q4	$453K	Buy	10,436 +885	+9%	+$39.1K	0.25%	118
2024 Q3	$433K	Buy	9,551 +40	+0.4%	+$1.71K	0.24%	117
2024 Q2	$391K	Buy	9,511 +134	+1%	+$5.16K	0.23%	120
2024 Q1	$351K	Buy	9,377 +1,820	+24%	+$67K	0.2%	135
2023 Q4	$289K	Buy	7,557 +1,731	+30%	+$60.2K	0.18%	138
2023 Q3	$208K	Buy	+5,826	New	+$232K	0.14%	165

Other funds holding UDR

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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