Gillson Capital’s UDR UDR Stock Holding History

Gillson Capital’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
2024 Q3	–	Sell	-302,800	Closed	-$12.5M	–	89
2024 Q2	$12.5M	Sell	302,800 -451,333	-60%	-$17.4M	1.2%	38
2024 Q1	$28.2M	Buy	754,133 +286,147	+61%	+$10.5M	2.68%	17
2023 Q4	$17.9M	Buy	+467,986	New	+$16.3M	1.89%	18
2022 Q4	–	Sell	-262,490	Closed	-$10.9M	–	119
2022 Q3	$10.9M	Sell	262,490 -39,298	-13%	-$1.8M	1%	35
2022 Q2	$13.9M	Buy	301,788 +206,833	+218%	+$10.4M	1.35%	24
2022 Q1	$5.45M	Buy	+94,955	New	+$5.39M	0.44%	66
2021 Q4	–	Sell	-183,782	Closed	-$9.74M	–	272
2021 Q3	$9.74M	Sell	183,782 -17,234	-9%	-$921K	0.71%	46
2021 Q2	$9.85M	Sell	201,016 -64,557	-24%	-$3.04M	0.92%	36
2021 Q1	$11.6M	Sell	265,573 -282,168	-52%	-$11.7M	0.98%	37
2020 Q4	$21.1M	Buy	547,741 +397,774	+265%	+$14.5M	2.32%	7
2020 Q3	$4.89M	Buy	+149,967	New	+$5.27M	0.71%	58

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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gillson Capital's UDR Position: Q3 2024 in Review

Gillson Capital sold out of UDR (UDR) in Q3 2024, closing a stake of 302,800 shares — an estimated $12.5M sold.

Gillson Capital first reported a position in UDR in Q3 2020 and held it in 11 quarters. The position peaked at $28.2M in Q1 2024. 505 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

Gillson Capital reported no remaining UDR position as of Q3 2024 after selling out during the quarter.
Gillson Capital sold 302,800 UDR shares in Q3 2024, an estimated $12.5M.
Gillson Capital first reported a position in UDR in Q3 2020 and held it in 11 quarters.
Gillson Capital's UDR position peaked at $28.2M in Q1 2024.
505 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on Gillson Capital's 13F filing for Q3 2024, filed 14 Nov 2024.