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Lindbrook Capital’s UDR UDR Stock Holding History

Lindbrook Capital’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 		$76.2K Buy
1,686
+271
+19% +$11.6K 0.01% 795
2024
Q4 		$61.4K Buy
1,415
+3
+0.2% +$133 0.01% 729
2024
Q3 		$64K Sell
1,412
-24
-2% -$1.03K 0.01% 710
2024
Q2 		$59.1K Buy
1,436
+327
+29% +$12.6K 0.01% 727
2024
Q1 		$41.5K Buy
1,109
+55
+5% +$2.02K ﹤0.01% 849
2023
Q4 		$40.4K Buy
1,054
+199
+23% +$6.92K ﹤0.01% 835
2023
Q3 		$30.5K Buy
855
+109
+15% +$4.34K ﹤0.01% 865
2023
Q2 		$32K Buy
746
+34
+5% +$1.4K ﹤0.01% 873
2023
Q1 		$29.2K Sell
712
-6
-0.8% -$248 ﹤0.01% 898
2022
Q4 		$27.8K Sell
718
-212
-23% -$8.38K ﹤0.01% 916
2022
Q3 		$39K Buy
930
+287
+45% +$13.2K 0.01% 746
2022
Q2 		$30K Sell
643
-61
-9% -$3.08K 0.01% 834
2022
Q1 		$40K Buy
704
+96
+16% +$5.45K 0.01% 753
2021
Q4 		$36K Buy
608
+5
+0.8% +$281 0.01% 832
2021
Q3 		$32K Hold
603
– – 0.01% 583
2021
Q2 		$30K Hold
603
– – 0.01% 639
2021
Q1 		$26K Hold
603
– – 0.01% 666
2020
Q4 		$23K Buy
603
+194
+47% +$7.08K 0.01% 639
2020
Q3 		$13K Buy
409
+263
+180% +$9.23K ﹤0.01% 764
2020
Q2 		$5K Sell
146
-28
-16% -$1.04K ﹤0.01% 1103
2020
Q1 		$6K Buy
174
+162
+1,350% +$7.33K ﹤0.01% 944
2019
Q4 		$1K Hold
12
– – ﹤0.01% 1451
2019
Q3 		$1K Hold
12
– – ﹤0.01% 1396
2019
Q2 		$0 Hold
12
– – ﹤0.01% 1512
2019
Q1 		$0 Hold
12
– – ﹤0.01% 1507
2018
Q4 		$0 Buy
+12
New +$485 ﹤0.01% 1438

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 $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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 $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 $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's UDR Position: Q1 2025 in Review

Lindbrook Capital increased its UDR (UDR) stake by 19% in Q1 2025, buying an estimated $11.6K and bringing the position to 1,686 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #795.

Lindbrook Capital first reported a position in UDR in Q4 2018 and has held it in 26 quarters since. 512 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Lindbrook Capital held 1,686 shares of UDR worth $76.2K as of Q1 2025.
  • Lindbrook Capital bought 271 UDR shares in Q1 2025, an estimated $11.6K.
  • UDR made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #795 holding.
  • Lindbrook Capital first reported a position in UDR in Q4 2018 and has held it in 26 quarters since.
  • 512 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.