SRSA
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S.R. Schill & Associates’s UDR UDR Stock Holding History

S.R. Schill & Associates’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
Q3 		– Sell
-93,553
Closed -$3.82M – 27
2025
Q2 		$3.82M Buy
93,553
+5,811
+7% +$241K 2.81% 11
2025
Q1 		$3.96M Buy
+87,742
New +$3.76M 3.16% 10
2024
Q3 		– Sell
-7,119
Closed -$293K – 79
2024
Q2 		$293K Buy
+7,119
New +$274K 0.13% 64
2022
Q3 		– Sell
-74,702
Closed -$3.44M – 78
2022
Q2 		$3.44M Buy
74,702
+4,520
+6% +$228K 1.72% 13
2022
Q1 		$4.03M Buy
70,182
+848
+1% +$48.1K 1.69% 14
2021
Q4 		$4.16M Sell
69,334
-8,340
-11% -$469K 1.66% 16
2021
Q3 		$4.12M Sell
77,674
-1,626
-2% -$86.9K 1.76% 13
2021
Q2 		$3.88M Buy
79,300
+1,391
+2% +$65.4K 1.54% 16
2021
Q1 		$3.42M Buy
+77,909
New +$3.22M 1.5% 17

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

S.R. Schill & Associates's UDR Position: Q3 2025 in Review

S.R. Schill & Associates sold out of UDR (UDR) in Q3 2025, closing a stake of 93,553 shares — an estimated $3.82M sold.

S.R. Schill & Associates first reported a position in UDR in Q1 2021 and held it in 9 quarters. The position peaked at $4.16M in Q4 2021. 510 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

  • S.R. Schill & Associates reported no remaining UDR position as of Q3 2025 after selling out during the quarter.
  • S.R. Schill & Associates sold 93,553 UDR shares in Q3 2025, an estimated $3.82M.
  • S.R. Schill & Associates first reported a position in UDR in Q1 2021 and held it in 9 quarters.
  • S.R. Schill & Associates's UDR position peaked at $4.16M in Q4 2021.
  • 510 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on S.R. Schill & Associates's 13F filing for Q3 2025, filed 14 Nov 2025.