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Legacy Capital Group California’s UDR UDR Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-13,731
Closed -$596K – 361
2024
Q4 		$596K Hold
13,731
– – 0.18% 154
2024
Q3 		$623K Buy
+13,731
New +$588K 0.21% 142

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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
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

Legacy Capital Group California's UDR Position: Q1 2025 in Review

Legacy Capital Group California sold out of UDR (UDR) in Q1 2025, closing a stake of 13,731 shares — an estimated $596K sold.

Legacy Capital Group California first reported a position in UDR in Q3 2024 and held it in 2 quarters. The position peaked at $623K in Q3 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Legacy Capital Group California reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 13,731 UDR shares in Q1 2025, an estimated $596K.
  • Legacy Capital Group California first reported a position in UDR in Q3 2024 and held it in 2 quarters.
  • Legacy Capital Group California's UDR position peaked at $623K in Q3 2024.
  • 511 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.