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	-2,200	Closed	-$95.5K	–	1872
2024 Q4	$95.5K	Hold	2,200	–	–	﹤0.01%	1710
2024 Q3	$99.7K	Buy	2,200 +1,100	+100%	+$47.1K	﹤0.01%	1713
2024 Q2	$45.3K	Buy	+1,100	New	+$42.4K	﹤0.01%	1964
2023 Q1	–	Sell	-1,300	Closed	-$50.3K	–	1682
2022 Q4	$50.3K	Buy	+1,300	New	+$51.4K	﹤0.01%	1452
2022 Q2	–	Sell	-6,700	Closed	-$384K	–	2124
2022 Q1	$384K	Sell	6,700 -11,600	-63%	-$658K	﹤0.01%	1548
2021 Q4	$1.1M	Sell	18,300 -2,200	-11%	-$124K	﹤0.01%	1274
2021 Q3	$1.09M	Buy	20,500 +16,000	+356%	+$855K	﹤0.01%	1377
2021 Q2	$220K	Buy	+4,500	New	+$212K	﹤0.01%	1491
2021 Q1	–	Sell	-1,800	Closed	-$69K	–	1941
2020 Q4	$69K	Hold	1,800	–	–	﹤0.01%	1600
2020 Q3	$59K	Sell	1,800 -1,900	-51%	-$66.7K	﹤0.01%	1357
2020 Q2	$138K	Buy	+3,700	New	+$138K	﹤0.01%	1246

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

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

CIM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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.