Shell Asset Management’s UDR UDR Stock Holding History

Shell Asset 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	-8,014	Closed	-$332K	–	1272
2025 Q1	$362K	Sell	8,014 -330	-4%	-$14.1K	0.02%	566
2024 Q4	$362K	Hold	8,344	–	–	0.02%	602
2024 Q3	$378K	Buy	+8,344	New	+$358K	0.02%	590
2022 Q4	–	Sell	-9,571	Closed	-$399K	–	1404
2022 Q3	$399K	Sell	9,571 -3,067	-24%	-$141K	0.02%	685
2022 Q2	$582K	Buy	12,638 +1,438	+13%	+$72.5K	0.02%	633
2022 Q1	$643K	Sell	11,200 -1,509	-12%	-$85.7K	0.02%	683
2021 Q4	$762K	Buy	12,709 +2,380	+23%	+$134K	0.02%	705
2021 Q3	$547K	Sell	10,329 -822	-7%	-$43.9K	0.01%	828
2021 Q2	$546K	Sell	11,151 -7,064	-39%	-$332K	0.01%	873
2021 Q1	$799K	Buy	18,215 +2,802	+18%	+$116K	0.02%	630
2020 Q4	$592K	Sell	15,413 -68,069	-82%	-$2.48M	0.01%	726
2020 Q3	$2.72M	Sell	83,482 -5,841	-7%	-$205K	0.06%	283
2020 Q2	$3.34M	Buy	89,323 +22,282	+33%	+$832K	0.08%	239
2020 Q1	$2.45M	Sell	67,041 -2,812	-4%	-$127K	0.07%	274
2019 Q4	$3.26M	Buy	69,853 +9,260	+15%	+$445K	0.07%	299
2019 Q3	$2.94M	Sell	60,593 -12,492	-17%	-$588K	0.07%	292
2019 Q2	$3.28M	Sell	73,085 -4,322	-6%	-$195K	0.07%	278
2019 Q1	$3.52M	Buy	77,407 +823	+1%	+$35.7K	0.08%	276
2018 Q4	$3.03M	Sell	76,584 -4,201	-5%	-$170K	0.08%	268
2018 Q3	$3.27M	Sell	80,785 -125	-0.2%	-$4.86K	0.06%	298
2018 Q2	$3.04M	Buy	80,910 +35,894	+80%	+$1.3M	0.06%	324
2018 Q1	$1.6M	Hold	45,016	–	–	0.03%	466
2017 Q4	$1.73M	Buy	45,016 +14,100	+46%	+$548K	0.03%	431
2017 Q3	$1.18M	Sell	30,916 -4,160	-12%	-$161K	0.03%	539
2017 Q2	$1.37M	Buy	35,076 +1,306	+4%	+$49.7K	0.03%	502
2017 Q1	$1.23M	Buy	33,770 +644	+2%	+$23K	0.03%	524
2016 Q4	$1.21M	Sell	33,126 -29,388	-47%	-$1.01M	0.03%	570
2016 Q3	$2.25M	Sell	62,514 -9,771	-14%	-$356K	0.05%	381
2016 Q2	$2.67M	Buy	72,285 +5,784	+9%	+$207K	0.06%	315
2016 Q1	$2.56M	Sell	66,501 -5,332	-7%	-$191K	0.06%	305
2015 Q4	$2.7M	Buy	71,833 +31,303	+77%	+$1.12M	0.06%	290
2015 Q3	$1.1M	Buy	40,530 +23,392	+136%	+$780K	0.02%	644
2015 Q2	$549K	Sell	17,138 -5,226	-23%	-$172K	0.01%	740
2015 Q1	$761K	Sell	22,364 -11,986	-35%	-$394K	0.01%	705
2014 Q4	$1.06M	Sell	34,350 -6,180	-15%	-$185K	0.02%	681
2014 Q3	$1.1M	Sell	40,530 -9	-0%	-$260	0.02%	667
2014 Q2	$1.16M	Sell	40,539 -10	-0%	-$269	0.02%	674
2014 Q1	$1.05M	Hold	40,549	–	–	0.02%	693
2013 Q4	$947K	Sell	40,549 -20,734	-34%	-$497K	0.02%	708
2013 Q3	$1.45M	Buy	61,283 +11,226	+22%	+$273K	0.03%	608
2013 Q2	$1.28M	Buy	+50,057	New	+$1.24M	0.02%	625

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

Shell Asset Management's UDR Position: Q2 2025 in Review

Shell Asset Management sold out of UDR (UDR) in Q2 2025, closing a stake of 8,014 shares — an estimated $332K sold.

Shell Asset Management first reported a position in UDR in Q2 2013 and held it in 41 quarters. The position peaked at $3.52M in Q1 2019. 525 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

Shell Asset Management reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
Shell Asset Management sold 8,014 UDR shares in Q2 2025, an estimated $332K.
Shell Asset Management first reported a position in UDR in Q2 2013 and held it in 41 quarters.
Shell Asset Management's UDR position peaked at $3.52M in Q1 2019.
525 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Shell Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.