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Lincluden Management’s UDR UDR Stock Holding History

Lincluden 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
Q1 		– Sell
-81,365
Closed -$3.53M – 73
2024
Q4 		$3.53M Sell
81,365
-29,831
-27% -$1.32M 0.43% 46
2024
Q3 		$5.04M Sell
111,196
-1,698
-2% -$72.8K 0.55% 38
2024
Q2 		$4.65M Hold
112,894
– – 0.56% 39
2024
Q1 		$4.22M Sell
112,894
-4,876
-4% -$179K 0.5% 43
2023
Q4 		$4.51M Buy
117,770
+53,940
+85% +$1.88M 0.55% 37
2023
Q3 		$2.28M Buy
+63,830
New +$2.54M 0.28% 60

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lincluden Management's UDR Position: Q1 2025 in Review

Lincluden Management sold out of UDR (UDR) in Q1 2025, closing a stake of 81,365 shares — an estimated $3.53M sold.

Lincluden Management first reported a position in UDR in Q3 2023 and held it in 6 quarters. The position peaked at $5.04M in Q3 2024. 512 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Lincluden Management reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Lincluden Management sold 81,365 UDR shares in Q1 2025, an estimated $3.53M.
  • Lincluden Management first reported a position in UDR in Q3 2023 and held it in 6 quarters.
  • Lincluden Management's UDR position peaked at $5.04M in Q3 2024.
  • 512 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Lincluden Management's 13F filing for Q1 2025, filed 6 May 2025.