Rise Advisors’s UDR UDR Stock Holding History

Rise 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
2025 Q4	–	Sell	-13	Closed	-$484	–	1339
2025 Q3	$484	Buy	+13	New	+$507	﹤0.01%	1424
2025 Q2	–	Sell	-18	Closed	-$813	–	1647
2025 Q1	$813	Buy	+18	New	+$771	﹤0.01%	1320

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's UDR Position: Q4 2025 in Review

Rise Advisors sold out of UDR (UDR) in Q4 2025, closing a stake of 13 shares — an estimated $484 sold.

Rise Advisors first reported a position in UDR in Q1 2025 and held it in 2 quarters. The position peaked at $813 in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

Rise Advisors reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 13 UDR shares in Q4 2025, an estimated $484.
Rise Advisors first reported a position in UDR in Q1 2025 and held it in 2 quarters.
Rise Advisors's UDR position peaked at $813 in Q1 2025.
525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.