SIMA Wealth Partners’s UDR UDR Stock Holding History

SIMA Wealth Partners’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	-100	Closed	-$4.08K	–	179
2025 Q2	$4.08K	Hold	100	–	–	﹤0.01%	140
2025 Q1	$4.52K	Buy	+100	New	+$4.28K	﹤0.01%	163

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SIMA Wealth Partners's UDR Position: Q3 2025 in Review

SIMA Wealth Partners sold out of UDR (UDR) in Q3 2025, closing a stake of 100 shares — an estimated $4.08K sold.

SIMA Wealth Partners first reported a position in UDR in Q1 2025 and held it in 2 quarters. The position peaked at $4.52K in Q1 2025. 510 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

SIMA Wealth Partners reported no remaining UDR position as of Q3 2025 after selling out during the quarter.
SIMA Wealth Partners sold 100 UDR shares in Q3 2025, an estimated $4.08K.
SIMA Wealth Partners first reported a position in UDR in Q1 2025 and held it in 2 quarters.
SIMA Wealth Partners's UDR position peaked at $4.52K in Q1 2025.
510 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.