Capital Management’s UDR UDR Stock Holding History

Capital Management’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$306K	Hold	7,506	–	–	0.05%	59
2025 Q1	$339K	Hold	7,506	–	–	0.06%	58
2024 Q4	$326K	Hold	7,506	–	–	0.06%	58
2024 Q3	$340K	Hold	7,506	–	–	0.06%	57
2024 Q2	$309K	Hold	7,506	–	–	0.06%	57
2024 Q1	$281K	Hold	7,506	–	–	0.05%	63
2023 Q4	$287K	Hold	7,506	–	–	0.06%	59
2023 Q3	$268K	Hold	7,506	–	–	0.06%	58
2023 Q2	$322K	Hold	7,506	–	–	0.07%	53
2023 Q1	$308K	Hold	7,506	–	–	0.07%	51
2022 Q4	$291K	Hold	7,506	–	–	0.07%	57
2022 Q3	$313K	Hold	7,506	–	–	0.09%	57
2022 Q2	$346K	Hold	7,506	–	–	0.09%	56
2022 Q1	$431K	Hold	7,506	–	–	0.09%	55
2021 Q4	$450K	Hold	7,506	–	–	0.09%	57
2021 Q3	$398K	Hold	7,506	–	–	0.09%	59
2021 Q2	$368K	Hold	7,506	–	–	0.08%	60
2021 Q1	$329K	Hold	7,506	–	–	0.07%	58
2020 Q4	$288K	Sell	7,506 -1	-0%	-$38	0.08%	61
2020 Q3	$245K	Hold	7,507	–	–	0.08%	63
2020 Q2	$281K	Hold	7,507	–	–	0.09%	55
2020 Q1	$274K	Hold	7,507	–	–	0.1%	55
2019 Q4	$351K	Hold	7,507	–	–	0.09%	63
2019 Q3	$364K	Hold	7,507	–	–	0.1%	61
2019 Q2	$337K	Hold	7,507	–	–	0.09%	59
2019 Q1	$341K	Hold	7,507	–	–	0.09%	63
2018 Q4	$297K	Hold	7,507	–	–	0.09%	63
2018 Q3	$304K	Hold	7,507	–	–	0.08%	63
2018 Q2	$282K	Hold	7,507	–	–	0.08%	60
2018 Q1	$267K	Hold	7,507	–	–	0.07%	72
2017 Q4	$289K	Hold	7,507	–	–	0.08%	72
2017 Q3	$285K	Hold	7,507	–	–	0.08%	72
2017 Q2	$293K	Hold	7,507	–	–	0.09%	69
2017 Q1	$272K	Hold	7,507	–	–	0.08%	73
2016 Q4	$274K	Hold	7,507	–	–	0.09%	74
2016 Q3	$270K	Hold	7,507	–	–	0.1%	75
2016 Q2	$277K	Hold	7,507	–	–	0.11%	75
2016 Q1	$289K	Sell	7,507 -1,500	-17%	-$57.7K	0.11%	69
2015 Q4	$338K	Hold	9,007	–	–	0.13%	71
2015 Q3	$311K	Hold	9,007	–	–	0.12%	68
2015 Q2	$288K	Sell	9,007 -449	-5%	-$14.4K	0.1%	73
2015 Q1	$322K	Sell	9,456 -2,769	-23%	-$94.3K	0.11%	68
2014 Q4	$377K	Hold	12,225	–	–	0.12%	65
2014 Q3	$333K	Hold	12,225	–	–	0.11%	66
2014 Q2	$350K	Sell	12,225 -434	-3%	-$12.4K	0.11%	64
2014 Q1	$327K	Buy	12,659 +659	+5%	+$17K	0.11%	67
2013 Q4	$280K	Hold	12,000	–	–	0.1%	70
2013 Q3	$284K	Hold	12,000	–	–	0.11%	62
2013 Q2	$306K	Buy	+12,000	New	+$306K	0.13%	58