Wayfinding Financial’s UDR UDR Stock Holding History

Wayfinding Financial’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	-298	Closed	-$13K	–	669
2025 Q1	$13K	Buy	+298	New	+$12.8K	0.01%	666

Other funds holding UDR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wayfinding Financial's UDR Position: Q2 2025 in Review

Wayfinding Financial sold out of UDR (UDR) in Q2 2025, closing a stake of 298 shares — an estimated $13K sold.

Wayfinding Financial first reported a position in UDR in Q1 2025 and held it in 1 quarter. The position peaked at $13K in Q1 2025. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

Wayfinding Financial reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 298 UDR shares in Q2 2025, an estimated $13K.
Wayfinding Financial first reported a position in UDR in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's UDR position peaked at $13K in Q1 2025.
524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.