UMB Bank’s UDR UDR Stock Holding History

UMB Bank’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	$40.5K	Sell	1,199 -515	-30%	-$18.9K	﹤0.01%	1333
2025 Q4	$62.9K	Buy	1,714 +798	+87%	+$28.4K	﹤0.01%	1152
2025 Q3	$34.1K	Sell	916 -143	-14%	-$5.58K	﹤0.01%	1277
2025 Q2	$43.2K	Sell	1,059 -283	-21%	-$11.7K	﹤0.01%	1161
2025 Q1	$60.6K	Buy	1,342 +434	+48%	+$18.6K	﹤0.01%	975
2024 Q4	$39.4K	Buy	908 +114	+14%	+$5.04K	﹤0.01%	1003
2024 Q3	$36K	Hold	794	–	–	﹤0.01%	980
2024 Q2	$32.7K	Buy	+794	New	+$30.6K	﹤0.01%	924
2023 Q4	–	Sell	-371	Closed	-$13.2K	–	1753
2023 Q3	$13.2K	Buy	371 +100	+37%	+$3.99K	﹤0.01%	1198
2023 Q2	$11.6K	Buy	271 +20	+8%	+$823	﹤0.01%	1262
2023 Q1	$10.3K	Sell	251 -10	-4%	-$413	﹤0.01%	1283
2022 Q4	$10K	Buy	+261	New	+$10.3K	﹤0.01%	1319
2022 Q2	–	Sell	-5,100	Closed	-$293K	–	2036
2022 Q1	$293K	Buy	+5,100	New	+$289K	﹤0.01%	578

Other funds holding UDR

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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