Capstone Investment Advisors
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Capstone Investment Advisors’s UDR UDR Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-5,790
Closed -$251K – 1873
2024
Q4 		$251K Buy
5,790
+857
+17% +$37.9K ﹤0.01% 1534
2024
Q3 		$224K Sell
4,933
-283
-5% -$12.1K ﹤0.01% 1533
2024
Q2 		$215K Sell
5,216
-184
-3% -$7.09K ﹤0.01% 1742
2024
Q1 		$202K Buy
+5,400
New +$199K ﹤0.01% 2011
2023
Q4 		– Sell
-3,816
Closed -$136K – 2419
2023
Q3 		$136K Buy
+3,816
New +$152K ﹤0.01% 1902
2023
Q1 		– Sell
-2,523
Closed -$97.7K – 1683
2022
Q4 		$97.7K Buy
+2,523
New +$99.7K ﹤0.01% 1406
2022
Q2 		– Sell
-3,620
Closed -$208K – 2125
2022
Q1 		$208K Buy
3,620
+2,790
+336% +$158K ﹤0.01% 1686
2021
Q4 		$50K Buy
830
+726
+698% +$40.9K ﹤0.01% 1710
2021
Q3 		$6K Buy
+104
New +$5.56K ﹤0.01% 1981
2021
Q1 		– Sell
-31
Closed -$1K – 1942
2020
Q4 		$1K Buy
+31
New +$1.13K ﹤0.01% 1657
2020
Q1 		– Sell
-2,246
Closed -$105K – 1387
2019
Q4 		$105K Buy
+2,246
New +$108K ﹤0.01% 1304
2019
Q3 		– Sell
-1,360
Closed -$64.1K – 1452
2019
Q2 		$61K Buy
+1,360
New +$61.2K ﹤0.01% 1329

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capstone Investment Advisors's UDR Position: Q1 2025 in Review

Capstone Investment Advisors sold out of UDR (UDR) in Q1 2025, closing a stake of 5,790 shares — an estimated $251K sold.

Capstone Investment Advisors first reported a position in UDR in Q2 2019 and held it in 12 quarters. The position peaked at $251K in Q4 2024. 512 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Capstone Investment Advisors reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,790 UDR shares in Q1 2025, an estimated $251K.
  • Capstone Investment Advisors first reported a position in UDR in Q2 2019 and held it in 12 quarters.
  • Capstone Investment Advisors's UDR position peaked at $251K in Q4 2024.
  • 512 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.