Versor Investments’s UDR UDR Stock Holding History

Versor Investments’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	–	Sell	-19,900	Closed	-$730K	–	546
2025 Q4	$730K	Sell	19,900 -6,445	-24%	-$229K	0.11%	215
2025 Q3	$982K	Sell	26,345 -3,955	-13%	-$154K	0.18%	116
2025 Q2	$1.24M	Buy	30,300 +3,484	+13%	+$144K	0.22%	109
2025 Q1	$1.21M	Sell	26,816 -5,684	-17%	-$243K	0.2%	147
2024 Q4	$1.41M	Buy	32,500 +23,600	+265%	+$1.04M	0.24%	77
2024 Q3	$404K	Sell	8,900 -11,700	-57%	-$501K	0.06%	488
2024 Q2	$848K	Buy	+20,600	New	+$794K	0.16%	193
2024 Q1	–	Sell	-13,300	Closed	-$509K	–	894
2023 Q4	$509K	Buy	13,300 +2,600	+24%	+$90.4K	0.1%	332
2023 Q3	$382K	Buy	10,700 +4,136	+63%	+$165K	0.08%	405
2023 Q2	$282K	Sell	6,564 -6,538	-50%	-$269K	0.05%	443
2023 Q1	$538K	Buy	13,102 +902	+7%	+$37.3K	0.07%	302
2022 Q4	$473K	Buy	+12,200	New	+$482K	0.04%	362

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