Ground Swell Capital’s UDR UDR Stock Holding History

Ground Swell 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
2025 Q2	–	Sell	-4,735	Closed	-$214K	–	262
2025 Q1	$214K	Buy	+4,735	New	+$203K	0.46%	98

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

Ground Swell Capital's UDR Position: Q2 2025 in Review

Ground Swell Capital sold out of UDR (UDR) in Q2 2025, closing a stake of 4,735 shares — an estimated $214K sold.

Ground Swell Capital first reported a position in UDR in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

Ground Swell Capital reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
Ground Swell Capital sold 4,735 UDR shares in Q2 2025, an estimated $214K.
Ground Swell Capital first reported a position in UDR in Q1 2025 and held it in 1 quarter.
Ground Swell Capital's UDR position peaked at $214K in Q1 2025.
524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

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