PFG Private Wealth Management’s UDR UDR Stock Holding History

PFG Private 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 Q4	–	Sell	-6,766	Closed	-$252K	–	141
2025 Q3	$252K	Buy	+6,766	New	+$264K	0.11%	101

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

PFG Private Wealth Management's UDR Position: Q4 2025 in Review

PFG Private Wealth Management sold out of UDR (UDR) in Q4 2025, closing a stake of 6,766 shares — an estimated $252K sold.

PFG Private Wealth Management first reported a position in UDR in Q3 2025 and held it in 1 quarter. The position peaked at $252K in Q3 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

PFG Private Wealth Management reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 6,766 UDR shares in Q4 2025, an estimated $252K.
PFG Private Wealth Management first reported a position in UDR in Q3 2025 and held it in 1 quarter.
PFG Private Wealth Management's UDR position peaked at $252K in Q3 2025.
525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.