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InceptionR’s UDR UDR Stock Holding History

InceptionR’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 		– Sell
-25,771
Closed -$1.05M – 949
2025
Q2 		$1.05M Buy
+25,771
New +$1.07M 0.24% 142
2025
Q1 		– Sell
-18,246
Closed -$792K – 846
2024
Q4 		$792K Buy
+18,246
New +$807K 0.18% 218
2023
Q1 		– Sell
-26,020
Closed -$1.01M – 595
2022
Q4 		$1.01M Buy
+26,020
New +$1.03M 0.53% 24

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

InceptionR's UDR Position: Q3 2025 in Review

InceptionR sold out of UDR (UDR) in Q3 2025, closing a stake of 25,771 shares — an estimated $1.05M sold.

InceptionR first reported a position in UDR in Q4 2022 and held it in 3 quarters. The position peaked at $1.05M in Q2 2025. 510 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

  • InceptionR reported no remaining UDR position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 25,771 UDR shares in Q3 2025, an estimated $1.05M.
  • InceptionR first reported a position in UDR in Q4 2022 and held it in 3 quarters.
  • InceptionR's UDR position peaked at $1.05M in Q2 2025.
  • 510 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.