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Wealthspire Advisors (New York)’s UDR UDR Stock Holding History

Wealthspire Advisors (New York)’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
-164
Closed -$6.11K – 2777
2025
Q3 		$6.11K Buy
+164
New +$6.4K ﹤0.01% 2249
2019
Q1 		– Sell
-29
Closed -$1K – 743
2018
Q4 		$1K Buy
+29
New +$1.17K ﹤0.01% 844

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 $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $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 $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s UDR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of UDR (UDR) in Q4 2025, closing a stake of 164 shares — an estimated $6.11K sold.

Wealthspire Advisors (New York) first reported a position in UDR in Q4 2018 and held it in 2 quarters. The position peaked at $6.11K in Q3 2025. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 164 UDR shares in Q4 2025, an estimated $6.11K.
  • Wealthspire Advisors (New York) first reported a position in UDR in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s UDR position peaked at $6.11K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.