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Contravisory Investment Management’s UDR UDR Stock Holding History

Contravisory Investment Management’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
Q3 		– Sell
-11,536
Closed -$471K – 423
2025
Q2 		$471K Buy
+11,536
New +$478K 0.09% 167
2025
Q1 		– Sell
-185,806
Closed -$8.07M – 451
2024
Q4 		$8.07M Buy
185,806
+930
+0.5% +$41.1K 1.72% 30
2024
Q3 		$8.38M Buy
+184,876
New +$7.92M 1.79% 27
2022
Q4 		– Sell
-8,273
Closed -$345K – 338
2022
Q3 		$345K Sell
8,273
-91,398
-92% -$4.19M 0.12% 115
2022
Q2 		$4.59M Buy
99,671
+2,204
+2% +$111K 1.49% 35
2022
Q1 		$5.59M Sell
97,467
-1,975
-2% -$112K 1.59% 31
2021
Q4 		$5.97M Buy
+99,442
New +$5.6M 1.61% 23
2020
Q2 		– Sell
-8,030
Closed -$293K – 329
2020
Q1 		$293K Buy
8,030
+489
+6% +$22.1K 0.13% 81
2019
Q4 		$352K Buy
7,541
+87
+1% +$4.18K 0.13% 107
2019
Q3 		$361K Sell
7,454
-93
-1% -$4.38K 0.14% 91
2019
Q2 		$339K Buy
7,547
+10
+0.1% +$450 0.13% 101
2019
Q1 		$343K Sell
7,537
-185
-2% -$8.03K 0.13% 101
2018
Q4 		$306K Buy
+7,722
New +$312K 0.13% 99

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Contravisory Investment Management's UDR Position: Q3 2025 in Review

Contravisory Investment Management sold out of UDR (UDR) in Q3 2025, closing a stake of 11,536 shares — an estimated $471K sold.

Contravisory Investment Management first reported a position in UDR in Q4 2018 and held it in 13 quarters. The position peaked at $8.38M in Q3 2024. 510 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

  • Contravisory Investment Management reported no remaining UDR position as of Q3 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 11,536 UDR shares in Q3 2025, an estimated $471K.
  • Contravisory Investment Management first reported a position in UDR in Q4 2018 and held it in 13 quarters.
  • Contravisory Investment Management's UDR position peaked at $8.38M in Q3 2024.
  • 510 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on Contravisory Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.