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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return