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Capital Advisors Ltd’s UDR UDR Stock Holding History

Capital Advisors Ltd’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
2025
Q4 		– Sell
-15
Closed -$1K – 1578
2025
Q3 		$1K Sell
15
-4
-21% -$156 ﹤0.01% 1302
2025
Q2 		$1K Sell
19
-3
-14% -$124 ﹤0.01% 1281
2025
Q1 		$1K Hold
22
– – ﹤0.01% 1278
2024
Q4 		$1K Hold
22
– – ﹤0.01% 1312
2024
Q3 		$1K Hold
22
– – ﹤0.01% 1303
2024
Q2 		$1K Buy
22
+5
+29% +$193 ﹤0.01% 1304
2024
Q1 		$1K Buy
+17
New +$625 ﹤0.01% 1283
2023
Q4 		– Sell
-100
Closed -$4K – 1493
2023
Q3 		$4K Buy
100
+31
+45% +$1.24K ﹤0.01% 900
2023
Q2 		$3K Buy
+69
New +$2.84K ﹤0.01% 971
2022
Q3 		– Sell
-27
Closed -$1K – 1534
2022
Q2 		$1K Buy
+27
New +$1.36K ﹤0.01% 910
2022
Q1 		– Sell
-13
Closed -$1K – 1210
2021
Q4 		$1K Buy
+13
New +$731 ﹤0.01% 757

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Ltd's UDR Position: Q4 2025 in Review

Capital Advisors Ltd sold out of UDR (UDR) in Q4 2025, closing a stake of 15 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in UDR in Q4 2021 and held it in 11 quarters. The position peaked at $4K in Q3 2023. 525 funds tracked by Wall St. Rank hold UDR as of Q4 2025.

  • Capital Advisors Ltd reported no remaining UDR position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 15 UDR shares in Q4 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in UDR in Q4 2021 and held it in 11 quarters.
  • Capital Advisors Ltd's UDR position peaked at $4K in Q3 2023.
  • 525 funds tracked by Wall St. Rank held UDR as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.