Summit Securities Group’s UDR UDR Stock Holding History

Summit Securities Group’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
2026 Q1	$1.66K	Sell	49 -4,116	-99%	-$151K	﹤0.01%	963
2025 Q4	$153K	Buy	4,165 +3,645	+701%	+$130K	0.03%	383
2025 Q3	$19.4K	Buy	520 +317	+156%	+$12.4K	0.01%	772
2025 Q2	$8.29K	Buy	+203	New	+$8.41K	﹤0.01%	912
2023 Q3	–	Sell	-405	Closed	-$17K	–	1057
2023 Q2	$17K	Sell	405 -201	-33%	-$8.27K	0.01%	681
2023 Q1	$25K	Buy	606 +297	+96%	+$12.3K	0.01%	586
2022 Q4	$12K	Sell	309 -5,438	-95%	-$215K	﹤0.01%	1013
2022 Q3	$240K	Buy	5,747 +5,122	+820%	+$235K	0.05%	394
2022 Q2	$29K	Buy	625 +503	+412%	+$25.4K	0.01%	686
2022 Q1	$7K	Buy	+122	New	+$6.92K	﹤0.01%	922
2016 Q1	–	Sell	-12,200	Closed	-$458K	–	382
2015 Q4	$458K	Buy	12,200 +1,544	+14%	+$55.4K	0.15%	100
2015 Q3	$367K	Buy	+10,656	New	+$355K	0.32%	53

Other funds holding UDR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return