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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
Q2 		$32.1M Sell
804,619
-29,306
-4% -$1.08M 2.1% 19
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Callodine Capital Management's UDR Position: Q2 2026 in Review

Callodine Capital Management reduced its UDR (UDR) stake by 3.5% in Q2 2026, selling an estimated $1.08M and leaving 804,619 shares worth $32.1M. The position accounts for 2.1% of the portfolio, ranked #19.

Callodine Capital Management first reported a position in UDR in Q3 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.

  • Callodine Capital Management held 804,619 shares of UDR worth $32.1M as of Q2 2026.
  • Callodine Capital Management sold 29,306 UDR shares in Q2 2026, an estimated $1.08M.
  • UDR made up 2.1% of Callodine Capital Management's portfolio in Q2 2026, its #19 holding.
  • Callodine Capital Management first reported a position in UDR in Q3 2025 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.

Based on Callodine Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.