TFM
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TFC Financial Management’s UDR UDR Stock Holding History

TFC Financial 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
2026
Q1 		$1.11K Hold
33
– – ﹤0.01% 603
2025
Q4 		$1.21K Sell
33
-6
-15% -$213 ﹤0.01% 589
2025
Q3 		$1.45K Hold
39
– – ﹤0.01% 585
2025
Q2 		$1.59K Hold
39
– – ﹤0.01% 530
2025
Q1 		$1.76K Hold
39
– – ﹤0.01% 500
2024
Q4 		$1.69K Hold
39
– – ﹤0.01% 523
2024
Q3 		$1.77K Hold
39
– – ﹤0.01% 518
2024
Q2 		$1.6K Buy
39
+3
+8% +$116 ﹤0.01% 515
2024
Q1 		$1.35K Hold
36
– – ﹤0.01% 510
2023
Q4 		$1.38K Buy
+36
New +$1.25K ﹤0.01% 486
2023
Q3 		– Sell
-11
Closed -$473 – 703
2023
Q2 		$473 Buy
+11
New +$453 ﹤0.01% 593

Other funds holding UDR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return