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Castellan Group’s UDR UDR Stock Holding History

Castellan Group’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
-79,579
Closed -$3.45M – 78
2024
Q4 		$3.45M Sell
79,579
-6,686
-8% -$296K 1.5% 28
2024
Q3 		$3.91M Sell
86,265
-4,208
-5% -$180K 1.65% 25
2024
Q2 		$3.72M Buy
90,473
+10,440
+13% +$402K 1.77% 24
2024
Q1 		$2.99M Buy
80,033
+4,947
+7% +$182K 1.53% 26
2023
Q4 		$2.88M Buy
75,086
+1,054
+1% +$36.7K 1.79% 27
2023
Q3 		$2.64M Buy
+74,032
New +$2.95M 1.86% 21

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 $3.37T AUM 44.26% 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

Castellan Group's UDR Position: Q1 2025 in Review

Castellan Group sold out of UDR (UDR) in Q1 2025, closing a stake of 79,579 shares — an estimated $3.45M sold.

Castellan Group first reported a position in UDR in Q3 2023 and held it in 6 quarters. The position peaked at $3.91M in Q3 2024. 512 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Castellan Group reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Castellan Group sold 79,579 UDR shares in Q1 2025, an estimated $3.45M.
  • Castellan Group first reported a position in UDR in Q3 2023 and held it in 6 quarters.
  • Castellan Group's UDR position peaked at $3.91M in Q3 2024.
  • 512 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Castellan Group's 13F filing for Q1 2025, filed 8 May 2025.