Partners in Financial Planning’s UDR UDR Stock Holding History

Partners in Financial Planning’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	$418K	Hold	12,368	–	–	0.07%	85
2025 Q4	$454K	Hold	12,368	–	–	0.08%	77
2025 Q3	$461K	Hold	12,368	–	–	0.08%	76
2025 Q2	$505K	Hold	12,368	–	–	0.09%	67
2025 Q1	$559K	Hold	12,368	–	–	0.11%	61
2024 Q4	$537K	Hold	12,368	–	–	0.11%	65
2024 Q3	$561K	Hold	12,368	–	–	0.11%	62
2024 Q2	$509K	Hold	12,368	–	–	0.11%	63
2024 Q1	$463K	Hold	12,368	–	–	0.1%	66
2023 Q4	$474K	Hold	12,368	–	–	0.11%	65
2023 Q3	$441K	Hold	12,368	–	–	0.11%	61
2023 Q2	$531K	Sell	12,368 -4,461	-27%	-$184K	0.14%	58
2023 Q1	$691K	Hold	16,829	–	–	0.18%	50
2022 Q4	$649K	Hold	16,829	–	–	0.18%	49
2022 Q3	$677K	Hold	16,829	–	–	0.19%	46
2022 Q2	$807K	Hold	16,829	–	–	0.26%	40
2022 Q1	$980K	Hold	16,829	–	–	0.31%	34
2021 Q4	$930K	Hold	16,829	–	–	0.28%	37
2021 Q3	$892K	Hold	16,829	–	–	0.28%	37
2021 Q2	$824K	Buy	+16,829	New	+$792K	0.26%	38

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