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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 $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return