Capstone Investment Advisors

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return