PWM
UDR icon

Parkworth Wealth Management’s UDR UDR Stock Holding History

Parkworth Wealth Management’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 		$245 Buy
+6
New +$248 ﹤0.01% 882

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's UDR Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in UDR (UDR) in Q2 2025: 6 shares worth $245. The stake represents ﹤0.01% of the portfolio and ranks #882 among its holdings.

524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

  • Parkworth Wealth Management held 6 shares of UDR worth $245 as of Q2 2025.
  • UDR was a new Parkworth Wealth Management position in Q2 2025.
  • UDR made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #882 holding.
  • 524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.