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
-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

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.