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B&I Capital’s UDR UDR Stock Holding History

B&I 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
2026
Q1 		– Sell
-171,870
Closed -$6.3M – 27
2025
Q4 		$6.3M Buy
171,870
+16,100
+10% +$573K 2.24% 20
2025
Q3 		$5.8M Sell
155,770
-32,700
-17% -$1.28M 2.01% 25
2025
Q2 		$7.7M Sell
188,470
-41,850
-18% -$1.73M 2.62% 15
2025
Q1 		$10.4M Sell
230,320
-3,500
-1% -$150K 3.38% 8
2024
Q4 		$10.2M Sell
233,820
-14,750
-6% -$652K 3.31% 9
2024
Q3 		$11.3M Sell
248,570
-8,200
-3% -$351K 3.27% 13
2024
Q2 		$10.6M Buy
256,770
+38,500
+18% +$1.48M 3.38% 13
2024
Q1 		$8.17M Sell
218,270
-8,950
-4% -$329K 2.59% 16
2023
Q4 		$8.7M Buy
227,220
+11,350
+5% +$395K 2.74% 15
2023
Q3 		$7.7M Hold
215,870
– – 2.79% 14
2023
Q2 		$9.27M Sell
215,870
-28,320
-12% -$1.17M 3.09% 14
2023
Q1 		$10M Buy
244,190
+72,450
+42% +$2.99M 3.32% 14
2022
Q4 		$6.65M Buy
171,740
+15,480
+10% +$612K 2.33% 17
2022
Q3 		$6.52M Sell
156,260
-14,890
-9% -$683K 2.57% 15
2022
Q2 		$7.88M Sell
171,150
-5,450
-3% -$275K 2.55% 15
2022
Q1 		$10.1M Sell
176,600
-22,900
-11% -$1.3M 2.65% 12
2021
Q4 		$12M Sell
199,500
-27,900
-12% -$1.57M 2.85% 20
2021
Q3 		$12M Sell
227,400
-40,600
-15% -$2.17M 3.21% 14
2021
Q2 		$13.1M Buy
+268,000
New +$12.6M 3.49% 13

Other funds holding UDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

B&I Capital's UDR Position: Q1 2026 in Review

B&I Capital sold out of UDR (UDR) in Q1 2026, closing a stake of 171,870 shares — an estimated $6.3M sold.

B&I Capital first reported a position in UDR in Q2 2021 and held it in 19 quarters. The position peaked at $13.1M in Q2 2021. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • B&I Capital reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
  • B&I Capital sold 171,870 UDR shares in Q1 2026, an estimated $6.3M.
  • B&I Capital first reported a position in UDR in Q2 2021 and held it in 19 quarters.
  • B&I Capital's UDR position peaked at $13.1M in Q2 2021.
  • 528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on B&I Capital's 13F filing for Q1 2026, filed 6 May 2026.