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Principal Securities’s UDR UDR Stock Holding History

Principal Securities’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
-1,047
Closed -$39K – 3370
2025
Q3 		$39K Sell
1,047
-108
-9% -$4.21K ﹤0.01% 2070
2025
Q2 		$47.2K Buy
1,155
+89
+8% +$3.69K ﹤0.01% 1915
2025
Q1 		$46.3K Hold
1,066
– – ﹤0.01% 1784
2024
Q4 		$46.3K Buy
1,066
+156
+17% +$6.9K ﹤0.01% 1783
2024
Q3 		$41.3K Buy
910
+31
+4% +$1.33K ﹤0.01% 1777
2024
Q2 		$36.2K Buy
879
+97
+12% +$3.74K ﹤0.01% 1769
2024
Q1 		$29.3K Buy
782
+92
+13% +$3.38K ﹤0.01% 1819
2023
Q4 		$26.4K Buy
+690
New +$24K ﹤0.01% 1780

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

Principal Securities's UDR Position: Q4 2025 in Review

Principal Securities sold out of UDR (UDR) in Q4 2025, closing a stake of 1,047 shares — an estimated $39K sold.

Principal Securities first reported a position in UDR in Q4 2023 and held it in 8 quarters. The position peaked at $47.2K in Q2 2025. 524 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Principal Securities reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,047 UDR shares in Q4 2025, an estimated $39K.
  • Principal Securities first reported a position in UDR in Q4 2023 and held it in 8 quarters.
  • Principal Securities's UDR position peaked at $47.2K in Q2 2025.
  • 524 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.