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Wilmington Savings Fund Society’s UDR UDR Stock Holding History

Wilmington Savings Fund Society’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
-16
Closed -$596 – 1456
2025
Q3 		$596 Sell
16
-324
-95% -$12.6K ﹤0.01% 1354
2025
Q2 		$13.9K Hold
340
– – ﹤0.01% 1560
2025
Q1 		$15.4K Hold
340
– – ﹤0.01% 1528
2024
Q4 		$14.8K Hold
340
– – ﹤0.01% 1565
2024
Q3 		$15.4K Buy
+340
New +$14.6K ﹤0.01% 1535

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 $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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 $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.88T AUM 44.46% 1-Year Est. Return

Wilmington Savings Fund Society's UDR Position: Q4 2025 in Review

Wilmington Savings Fund Society sold out of UDR (UDR) in Q4 2025, closing a stake of 16 shares — an estimated $596 sold.

Wilmington Savings Fund Society first reported a position in UDR in Q3 2024 and held it in 5 quarters. The position peaked at $15.4K in Q3 2024. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Wilmington Savings Fund Society reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 16 UDR shares in Q4 2025, an estimated $596.
  • Wilmington Savings Fund Society first reported a position in UDR in Q3 2024 and held it in 5 quarters.
  • Wilmington Savings Fund Society's UDR position peaked at $15.4K in Q3 2024.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2025, filed 12 Feb 2026.