West Branch Capital’s UDR UDR Stock Holding History

West Branch Capital’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	-3	Closed	-$136	–	533
2025 Q1	$136	Hold	3	–	–	﹤0.01%	498
2024 Q4	$131	Hold	3	–	–	﹤0.01%	511
2024 Q3	$137	Buy	+3	New	+$129	﹤0.01%	505

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

West Branch Capital's UDR Position: Q2 2025 in Review

West Branch Capital sold out of UDR (UDR) in Q2 2025, closing a stake of 3 shares — an estimated $136 sold.

West Branch Capital first reported a position in UDR in Q3 2024 and held it in 3 quarters. The position peaked at $137 in Q3 2024. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

West Branch Capital reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 3 UDR shares in Q2 2025, an estimated $136.
West Branch Capital first reported a position in UDR in Q3 2024 and held it in 3 quarters.
West Branch Capital's UDR position peaked at $137 in Q3 2024.
524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.