Ritholtz Wealth Management’s UDR UDR Stock Holding History

Ritholtz 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 Q2	–	Sell	-6,056	Closed	-$274K	–	1043
2025 Q1	$274K	Buy	+6,056	New	+$259K	0.01%	771

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

Ritholtz Wealth Management's UDR Position: Q2 2025 in Review

Ritholtz Wealth Management sold out of UDR (UDR) in Q2 2025, closing a stake of 6,056 shares — an estimated $274K sold.

Ritholtz Wealth Management first reported a position in UDR in Q1 2025 and held it in 1 quarter. The position peaked at $274K in Q1 2025. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

Ritholtz Wealth Management reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 6,056 UDR shares in Q2 2025, an estimated $274K.
Ritholtz Wealth Management first reported a position in UDR in Q1 2025 and held it in 1 quarter.
Ritholtz Wealth Management's UDR position peaked at $274K in Q1 2025.
524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Ritholtz Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.