HCM
HGI Capital Management’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
107,355
+39,946
| +59% | +$1.63M | 5.94% | 1 |
|
|
2025
Q1 | $3.04M | Buy |
+67,409
| New | +$3.04M | 3.8% | 16 |
|
|
2024
Q3 | – | Sell |
-64,850
| Closed | -$2.67M | – | 23 |
|
|
2024
Q2 | $2.67M | Sell |
64,850
-38,757
| -37% | -$1.59M | 2.51% | 15 |
|
|
2024
Q1 | $3.88M | Sell |
103,607
-14,385
| -12% | -$538K | 4.18% | 10 |
|
|
2023
Q4 | $4.52M | Buy |
117,992
+24,425
| +26% | +$935K | 5.14% | 5 |
|
|
2023
Q3 | $3.34M | Sell |
93,567
-49,511
| -35% | -$1.77M | 3.79% | 12 |
|
|
2023
Q2 | $6.15M | Sell |
143,078
-1,210
| -0.8% | -$52K | 2.95% | 11 |
|
|
2023
Q1 | $5.92M | Sell |
144,288
-10,453
| -7% | -$429K | 3.92% | 10 |
|
|
2022
Q4 | $5.99M | Buy |
+154,741
| New | +$5.99M | 1.71% | 25 |
|
|
2021
Q3 | – | Sell |
-55,655
| Closed | -$2.73M | – | 82 |
|
|
2021
Q2 | $2.73M | Sell |
55,655
-20,508
| -27% | -$1M | 0.95% | 40 |
|
|
2021
Q1 | $3.34M | Sell |
76,163
-159,795
| -68% | -$7.01M | 1.42% | 27 |
|
|
2020
Q4 | $9.07M | Buy |
235,958
+36,265
| +18% | +$1.39M | 4.24% | 3 |
|
|
2020
Q3 | $6.51M | Sell |
199,693
-6,107
| -3% | -$199K | 3.82% | 7 |
|
|
2020
Q2 | $7.69M | Buy |
+205,800
| New | +$7.69M | 4.74% | 2 |
|
|
2017
Q1 | – | Sell |
-63,446
| Closed | -$2.32M | – | 27 |
|
|
2016
Q4 | $2.32M | Buy |
+63,446
| New | +$2.32M | 3.21% | 15 |
|