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Callodine Capital Management’s UDR UDR Stock Holding History

Callodine Capital Management’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 		$28.2M Buy
833,925
+643,925
+339% +$23.6M 1.97% 19
2025
Q4 		$6.97M Buy
190,000
+180,000
+1,800% +$6.4M 0.56% 34
2025
Q3 		$373K Buy
+10,000
New +$390K 0.03% 53

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 $1.9T AUM 41.92% 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

Callodine Capital Management's UDR Position: Q1 2026 in Review

Callodine Capital Management increased its UDR (UDR) stake by 339% in Q1 2026, buying an estimated $23.6M and bringing the position to 833,925 shares worth $28.2M. The position accounts for 1.97% of the portfolio, ranked #19.

Callodine Capital Management first reported a position in UDR in Q3 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Callodine Capital Management held 833,925 shares of UDR worth $28.2M as of Q1 2026.
  • Callodine Capital Management bought 643,925 UDR shares in Q1 2026, an estimated $23.6M.
  • UDR made up 1.97% of Callodine Capital Management's portfolio in Q1 2026, its #19 holding.
  • Callodine Capital Management first reported a position in UDR in Q3 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Callodine Capital Management's 13F filing for Q1 2026, filed 15 May 2026.