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HGI Capital Management’s UDR UDR Stock Holding History

HGI Capital 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 		$1.7M Sell
45,536
-61,819
-58% -$2.41M 4.66% 12
2025
Q2 		$4.38M Buy
107,355
+39,946
+59% +$1.65M 5.94% 1
2025
Q1 		$3.04M Buy
+67,409
New +$2.89M 3.8% 16
2024
Q3 		– Sell
-64,850
Closed -$2.67M – 23
2024
Q2 		$2.67M Sell
64,850
-38,757
-37% -$1.49M 2.51% 15
2024
Q1 		$3.88M Sell
103,607
-14,385
-12% -$529K 4.18% 10
2023
Q4 		$4.52M Buy
117,992
+24,425
+26% +$850K 5.14% 5
2023
Q3 		$3.34M Sell
93,567
-49,511
-35% -$1.97M 3.79% 12
2023
Q2 		$6.15M Sell
143,078
-1,210
-0.8% -$49.8K 2.95% 11
2023
Q1 		$5.92M Sell
144,288
-10,453
-7% -$432K 3.92% 10
2022
Q4 		$5.99M Buy
+154,741
New +$6.11M 1.71% 25
2021
Q3 		– Sell
-55,655
Closed -$2.73M – 82
2021
Q2 		$2.73M Sell
55,655
-20,508
-27% -$965K 0.95% 41
2021
Q1 		$3.34M Sell
76,163
-159,795
-68% -$6.61M 1.42% 27
2020
Q4 		$9.07M Buy
235,958
+36,265
+18% +$1.32M 4.24% 3
2020
Q3 		$6.51M Sell
199,693
-6,107
-3% -$214K 3.82% 7
2020
Q2 		$7.69M Buy
+205,800
New +$7.68M 4.74% 4
2017
Q1 		– Sell
-63,446
Closed -$2.31M – 27
2016
Q4 		$2.31M Buy
+63,446
New +$2.17M 3.21% 15

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

HGI Capital Management's UDR Position: Q3 2025 in Review

HGI Capital Management reduced its UDR (UDR) stake by 58% in Q3 2025, selling an estimated $2.41M and leaving 45,536 shares worth $1.7M. The position accounts for 4.66% of the portfolio, ranked #12.

HGI Capital Management first reported a position in UDR in Q4 2016 and has held it in 16 quarters since. The position peaked at $9.07M in Q4 2020. 510 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

  • HGI Capital Management held 45,536 shares of UDR worth $1.7M as of Q3 2025.
  • HGI Capital Management sold 61,819 UDR shares in Q3 2025, an estimated $2.41M.
  • UDR made up 4.66% of HGI Capital Management's portfolio in Q3 2025, its #12 holding.
  • HGI Capital Management first reported a position in UDR in Q4 2016 and has held it in 16 quarters since.
  • HGI Capital Management's UDR position peaked at $9.07M in Q4 2020.
  • 510 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on HGI Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.