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Riverview Trust Company’s UDR UDR Stock Holding History

Riverview Trust Company’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
Q1 		– Sell
-26
Closed -$1.13K – 814
2024
Q4 		$1.13K Buy
+26
New +$1.15K ﹤0.01% 622
2023
Q4 		– Sell
-322
Closed -$11.5K – 600
2023
Q3 		$11.5K Hold
322
– – 0.01% 647
2023
Q2 		$13.8K Hold
322
– – 0.01% 585
2023
Q1 		$13.2K Hold
322
– – 0.01% 581
2022
Q4 		$12K Buy
+322
New +$12.7K 0.01% 641
2022
Q2 		– Sell
-501
Closed -$29K – 864
2022
Q1 		$29K Buy
+501
New +$28.4K 0.02% 337

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverview Trust Company's UDR Position: Q1 2025 in Review

Riverview Trust Company sold out of UDR (UDR) in Q1 2025, closing a stake of 26 shares — an estimated $1.13K sold.

Riverview Trust Company first reported a position in UDR in Q1 2022 and held it in 6 quarters. The position peaked at $29K in Q1 2022. 512 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Riverview Trust Company reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 26 UDR shares in Q1 2025, an estimated $1.13K.
  • Riverview Trust Company first reported a position in UDR in Q1 2022 and held it in 6 quarters.
  • Riverview Trust Company's UDR position peaked at $29K in Q1 2022.
  • 512 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.