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West Paces Advisors’s UDR UDR Stock Holding History

West Paces Advisors’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
-10
Closed -$452 – 536
2025
Q1 		$452 Hold
10
– – ﹤0.01% 534
2024
Q4 		$434 Hold
10
– – ﹤0.01% 527
2024
Q3 		$453 Hold
10
– – ﹤0.01% 518
2024
Q2 		$412 Hold
10
– – ﹤0.01% 535
2024
Q1 		$374 Hold
10
– – ﹤0.01% 556
2023
Q4 		$383 Buy
+10
New +$348 ﹤0.01% 577

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
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 $2.9T AUM 29.55% 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 $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

West Paces Advisors's UDR Position: Q2 2025 in Review

West Paces Advisors sold out of UDR (UDR) in Q2 2025, closing a stake of 10 shares — an estimated $452 sold.

West Paces Advisors first reported a position in UDR in Q4 2023 and held it in 6 quarters. The position peaked at $453 in Q3 2024. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

  • West Paces Advisors reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
  • West Paces Advisors sold 10 UDR shares in Q2 2025, an estimated $452.
  • West Paces Advisors first reported a position in UDR in Q4 2023 and held it in 6 quarters.
  • West Paces Advisors's UDR position peaked at $453 in Q3 2024.
  • 524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.