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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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Venturi Wealth Management's UDR Position: Q2 2025 in Review

Venturi Wealth Management sold out of UDR (UDR) in Q2 2025, closing a stake of 29,718 shares — an estimated $1.34M sold.

Venturi Wealth Management first reported a position in UDR in Q1 2023 and held it in 9 quarters. The position peaked at $1.34M in Q1 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

  • Venturi Wealth Management reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 29,718 UDR shares in Q2 2025, an estimated $1.34M.
  • Venturi Wealth Management first reported a position in UDR in Q1 2023 and held it in 9 quarters.
  • Venturi Wealth Management's UDR position peaked at $1.34M in Q1 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.