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WealthTrak Capital Management’s UDR UDR Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-25
Closed -$1.02K – 835
2025
Q2 		$1.02K Sell
25
-10
-29% -$414 ﹤0.01% 532
2025
Q1 		$1.58K Buy
35
+15
+75% +$642 ﹤0.01% 428
2024
Q4 		$869 Buy
+20
New +$884 ﹤0.01% 469

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WealthTrak Capital Management's UDR Position: Q3 2025 in Review

WealthTrak Capital Management sold out of UDR (UDR) in Q3 2025, closing a stake of 25 shares — an estimated $1.02K sold.

WealthTrak Capital Management first reported a position in UDR in Q4 2024 and held it in 3 quarters. The position peaked at $1.58K in Q1 2025. 510 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

  • WealthTrak Capital Management reported no remaining UDR position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 25 UDR shares in Q3 2025, an estimated $1.02K.
  • WealthTrak Capital Management first reported a position in UDR in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's UDR position peaked at $1.58K in Q1 2025.
  • 510 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.