Wingate Wealth Advisors’s UDR UDR Stock Holding History

Wingate Wealth 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 Q1	–	Sell	-2,007	Closed	-$87.1K	–	417
2024 Q4	$87.1K	Buy	+2,007	New	+$88.8K	0.09%	148

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wingate Wealth Advisors's UDR Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of UDR (UDR) in Q1 2025, closing a stake of 2,007 shares — an estimated $87.1K sold.

Wingate Wealth Advisors first reported a position in UDR in Q4 2024 and held it in 1 quarter. The position peaked at $87.1K in Q4 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

Wingate Wealth Advisors reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 2,007 UDR shares in Q1 2025, an estimated $87.1K.
Wingate Wealth Advisors first reported a position in UDR in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's UDR position peaked at $87.1K in Q4 2024.
511 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.