Capstone Investment Advisors
UDR icon

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
-6,900
Closed -$300K – 1874
2024
Q4 		$300K Hold
6,900
– – ﹤0.01% 1483
2024
Q3 		$313K Buy
6,900
+4,200
+156% +$180K ﹤0.01% 1399
2024
Q2 		$111K Buy
+2,700
New +$104K ﹤0.01% 1872
2023
Q4 		– Sell
-5,000
Closed -$178K – 2420
2023
Q3 		$178K Buy
+5,000
New +$199K ﹤0.01% 1839
2023
Q1 		– Sell
-2,900
Closed -$112K – 1684
2022
Q4 		$112K Buy
+2,900
New +$115K ﹤0.01% 1380
2022
Q2 		– Sell
-9,100
Closed -$522K – 2126
2022
Q1 		$522K Sell
9,100
-31,200
-77% -$1.77M ﹤0.01% 1476
2021
Q4 		$2.42M Sell
40,300
-9,700
-19% -$546K ﹤0.01% 1069
2021
Q3 		$2.65M Buy
50,000
+38,900
+350% +$2.08M 0.01% 1100
2021
Q2 		$544K Buy
+11,100
New +$522K ﹤0.01% 1362
2021
Q1 		– Sell
-20,500
Closed -$788K – 1943
2020
Q4 		$788K Buy
20,500
+7,000
+52% +$255K ﹤0.01% 1148
2020
Q3 		$440K Sell
13,500
-1,700
-11% -$59.7K ﹤0.01% 1190
2020
Q2 		$568K Buy
+15,200
New +$568K ﹤0.01% 1062
2020
Q1 		– Sell
-15,900
Closed -$743K – 1388
2019
Q4 		$743K Sell
15,900
-700
-4% -$33.6K ﹤0.01% 1069
2019
Q3 		$805K Buy
16,600
+13,400
+419% +$631K 0.01% 991
2019
Q2 		$144K Buy
+3,200
New +$144K ﹤0.01% 1296

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