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Globeflex Capital’s UDR UDR Stock Holding History

Globeflex 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
Q4 		– Sell
-3,419
Closed -$155K – 508
2024
Q3 		$155K Buy
+3,419
New +$147K 0.01% 333
2016
Q2 		– Sell
-45,995
Closed -$1.77M – 518
2016
Q1 		$1.77M Sell
45,995
-576
-1% -$20.6K 0.47% 33
2015
Q4 		$1.75M Buy
46,571
+21,931
+89% +$787K 0.47% 33
2015
Q3 		$850K Hold
24,640
– – 0.18% 195
2015
Q2 		$789K Sell
24,640
-26,381
-52% -$867K 0.14% 266
2015
Q1 		$1.74M Buy
51,021
+202
+0.4% +$6.64K 0.33% 91
2014
Q4 		$1.57M Sell
50,819
-149,010
-75% -$4.47M 0.3% 102
2014
Q3 		$5.45M Sell
199,829
-13
-0% -$376 0.62% 61
2014
Q2 		$5.72M Buy
+199,842
New +$5.38M 0.62% 46

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Globeflex Capital's UDR Position: Q4 2024 in Review

Globeflex Capital sold out of UDR (UDR) in Q4 2024, closing a stake of 3,419 shares — an estimated $155K sold.

Globeflex Capital first reported a position in UDR in Q2 2014 and held it in 9 quarters. The position peaked at $5.72M in Q2 2014. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

  • Globeflex Capital reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
  • Globeflex Capital sold 3,419 UDR shares in Q4 2024, an estimated $155K.
  • Globeflex Capital first reported a position in UDR in Q2 2014 and held it in 9 quarters.
  • Globeflex Capital's UDR position peaked at $5.72M in Q2 2014.
  • 511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Globeflex Capital's 13F filing for Q4 2024, filed 10 Feb 2025.