Waterfall Asset Management’s UDR UDR Stock Holding History

Waterfall Asset 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 Q4	–	Sell	-62,000	Closed	-$2.31M	–	21
2025 Q3	$2.31M	Buy	+62,000	New	+$2.42M	0.26%	15

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waterfall Asset Management's UDR Position: Q4 2025 in Review

Waterfall Asset Management sold out of UDR (UDR) in Q4 2025, closing a stake of 62,000 shares — an estimated $2.31M sold.

Waterfall Asset Management first reported a position in UDR in Q3 2025 and held it in 1 quarter. The position peaked at $2.31M in Q3 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

Waterfall Asset Management reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
Waterfall Asset Management sold 62,000 UDR shares in Q4 2025, an estimated $2.31M.
Waterfall Asset Management first reported a position in UDR in Q3 2025 and held it in 1 quarter.
Waterfall Asset Management's UDR position peaked at $2.31M in Q3 2025.
525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Waterfall Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.