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Cape Investment Advisory’s UDR UDR Stock Holding History

Cape Investment Advisory’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
-14
Closed -$514 – 1140
2025
Q4 		$514 Buy
+14
New +$498 ﹤0.01% 1247
2024
Q4 		– Sell
-50
Closed -$2.27K – 1160
2024
Q3 		$2.27K Hold
50
– – ﹤0.01% 809
2024
Q2 		$2.06K Hold
50
– – ﹤0.01% 782
2024
Q1 		$1.87K Hold
50
– – ﹤0.01% 777
2023
Q4 		$1.92K Hold
50
– – ﹤0.01% 932
2023
Q3 		$1.78K Hold
50
– – ﹤0.01% 797
2023
Q2 		$2.15K Hold
50
– – ﹤0.01% 765
2023
Q1 		$2.05K Buy
+50
New +$2.07K ﹤0.01% 805

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's UDR Position: Q1 2026 in Review

Cape Investment Advisory sold out of UDR (UDR) in Q1 2026, closing a stake of 14 shares — an estimated $514 sold.

Cape Investment Advisory first reported a position in UDR in Q1 2023 and held it in 8 quarters. The position peaked at $2.27K in Q3 2024. 528 funds tracked by Wall St. Rank hold UDR as of Q1 2026.

  • Cape Investment Advisory reported no remaining UDR position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 14 UDR shares in Q1 2026, an estimated $514.
  • Cape Investment Advisory first reported a position in UDR in Q1 2023 and held it in 8 quarters.
  • Cape Investment Advisory's UDR position peaked at $2.27K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held UDR as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.