Catalyst Capital Advisors’s UDR UDR Stock Holding History

Catalyst Capital 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 Q2	–	Sell	-1,053	Closed	-$47.6K	–	476
2025 Q1	$47.6K	Sell	1,053 -398	-27%	-$17K	﹤0.01%	371
2024 Q4	$63K	Buy	+1,451	New	+$64.2K	﹤0.01%	357
2015 Q4	–	Sell	-190,000	Closed	-$6.55M	–	641
2015 Q3	$6.55M	Hold	190,000	–	–	0.88%	33
2015 Q2	$6.09M	Buy	190,000 +53,000	+39%	+$1.74M	0.71%	58
2015 Q1	$4.66M	Buy	137,000 +67,000	+96%	+$2.2M	0.53%	78
2014 Q4	$2.16M	Buy	70,000 +20,000	+40%	+$599K	0.25%	91
2014 Q3	$1.36M	Buy	+50,000	New	+$1.45M	0.18%	128

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

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Catalyst Capital Advisors's UDR Position: Q2 2025 in Review

Catalyst Capital Advisors sold out of UDR (UDR) in Q2 2025, closing a stake of 1,053 shares — an estimated $47.6K sold.

Catalyst Capital Advisors first reported a position in UDR in Q3 2014 and held it in 7 quarters. The position peaked at $6.55M in Q3 2015. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

Catalyst Capital Advisors reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 1,053 UDR shares in Q2 2025, an estimated $47.6K.
Catalyst Capital Advisors first reported a position in UDR in Q3 2014 and held it in 7 quarters.
Catalyst Capital Advisors's UDR position peaked at $6.55M in Q3 2015.
524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Catalyst Capital Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.