Long Pond Capital’s UDR UDR Stock Holding History

Long Pond 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
2024 Q4	–	Sell	-409,721	Closed	-$18.6M	–	41
2024 Q3	$18.6M	Buy	+409,721	New	+$17.6M	0.83%	29
2024 Q1	–	Sell	-318,160	Closed	-$12.2M	–	43
2023 Q4	$12.2M	Buy	+318,160	New	+$11.1M	0.98%	29
2023 Q1	–	Sell	-1,896,011	Closed	-$73.4M	–	48
2022 Q4	$73.4M	Buy	+1,896,011	New	+$74.9M	4.49%	7
2022 Q3	–	Sell	-153,501	Closed	-$7.07M	–	45
2022 Q2	$7.07M	Buy	+153,501	New	+$7.74M	0.35%	37
2021 Q1	–	Sell	-1,943,653	Closed	-$74.7M	–	46
2020 Q4	$74.7M	Buy	1,943,653 +873,626	+82%	+$31.9M	2.49%	19
2020 Q3	$34.9M	Buy	1,070,027 +92,011	+9%	+$3.23M	1.34%	30
2020 Q2	$36.6M	Buy	+978,016	New	+$36.5M	1.44%	26
2017 Q2	–	Sell	-651,952	Closed	-$23.6M	–	34
2017 Q1	$23.6M	Sell	651,952 -201,978	-24%	-$7.22M	1.04%	21
2016 Q4	$31.2M	Buy	+853,930	New	+$29.3M	1.46%	15

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Long Pond Capital's UDR Position: Q4 2024 in Review

Long Pond Capital sold out of UDR (UDR) in Q4 2024, closing a stake of 409,721 shares — an estimated $18.6M sold.

Long Pond Capital first reported a position in UDR in Q4 2016 and held it in 9 quarters. The position peaked at $74.7M in Q4 2020. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

Long Pond Capital reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
Long Pond Capital sold 409,721 UDR shares in Q4 2024, an estimated $18.6M.
Long Pond Capital first reported a position in UDR in Q4 2016 and held it in 9 quarters.
Long Pond Capital's UDR position peaked at $74.7M in Q4 2020.
511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Long Pond Capital's 13F filing for Q4 2024, filed 13 Feb 2025.