Plante Moran Financial Advisors’s UDR UDR Stock Holding History

Plante Moran Financial Advisors’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
2024 Q1	–	Sell	-169	Closed	-$6.47K	–	931
2023 Q4	$6.47K	Hold	169	–	–	﹤0.01%	616
2023 Q3	$6.03K	Hold	169	–	–	﹤0.01%	582
2023 Q2	$7.26K	Hold	169	–	–	﹤0.01%	590
2023 Q1	$6.94K	Hold	169	–	–	﹤0.01%	614
2022 Q4	$6.54K	Hold	169	–	–	﹤0.01%	634
2022 Q3	$7K	Hold	169	–	–	﹤0.01%	649
2022 Q2	$8K	Hold	169	–	–	﹤0.01%	654
2022 Q1	$10K	Hold	169	–	–	﹤0.01%	608
2021 Q4	$10K	Hold	169	–	–	﹤0.01%	691
2021 Q3	$9K	Hold	169	–	–	﹤0.01%	716
2021 Q2	$8K	Hold	169	–	–	﹤0.01%	715
2021 Q1	$7K	Buy	+169	New	+$6.99K	﹤0.01%	721

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return