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Venturi Wealth Management’s UDR UDR Stock Holding History

Venturi Wealth 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
-29,718
Closed -$1.34M – 612
2025
Q1 		$1.34M Buy
29,718
+6,873
+30% +$294K 0.07% 166
2024
Q4 		$992K Buy
22,845
+3,429
+18% +$152K 0.05% 209
2024
Q3 		$880K Buy
19,416
+1,270
+7% +$54.4K 0.05% 210
2024
Q2 		$747K Buy
18,146
+3,484
+24% +$134K 0.04% 216
2024
Q1 		$548K Sell
14,662
-10,325
-41% -$380K 0.04% 256
2023
Q4 		$957K Buy
24,987
+13,812
+124% +$480K 0.07% 177
2023
Q3 		$399K Buy
11,175
+2,202
+25% +$87.8K 0.03% 260
2023
Q2 		$385K Buy
8,973
+4,392
+96% +$181K 0.03% 239
2023
Q1 		$188K Buy
+4,581
New +$189K 0.02% 330

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return