Longfellow Investment Management’s UDR UDR Stock Holding History

Longfellow Investment 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
2026 Q1	$593K	Hold	17,569	–	–	0.12%	107
2025 Q4	$644K	Hold	17,569	–	–	0.15%	102
2025 Q3	$655K	Buy	17,569 +8,034	+84%	+$313K	0.16%	105
2025 Q2	$389K	Hold	9,535	–	–	0.1%	126
2025 Q1	$431K	Hold	9,535	–	–	0.11%	110
2024 Q4	$414K	Sell	9,535 -612	-6%	-$27.1K	0.11%	105
2024 Q3	$460K	Buy	10,147 +61	+0.6%	+$2.61K	0.12%	104
2024 Q2	$415K	Buy	10,086 +70	+0.7%	+$2.7K	0.1%	103
2024 Q1	$375K	Buy	10,016 +31	+0.3%	+$1.14K	0.08%	113
2023 Q4	$382K	Buy	9,985 +2,048	+26%	+$71.2K	0.09%	110
2023 Q3	$283K	Hold	7,937	–	–	0.07%	109
2023 Q2	$341K	Buy	7,937 +323	+4%	+$13.3K	0.08%	116
2023 Q1	$313K	Hold	7,614	–	–	0.07%	128
2022 Q4	$295K	Buy	7,614 +929	+14%	+$36.7K	0.07%	140
2022 Q3	$279K	Hold	6,685	–	–	0.06%	168
2022 Q2	$308K	Buy	6,685 +1,359	+26%	+$68.5K	0.07%	169
2022 Q1	$306K	Hold	5,326	–	–	0.05%	189
2021 Q4	$320K	Hold	5,326	–	–	0.05%	185
2021 Q3	$283K	Hold	5,326	–	–	0.05%	197
2021 Q2	$261K	Sell	5,326 -3,573	-40%	-$168K	0.04%	217
2021 Q1	$391K	Buy	8,899 +6,964	+360%	+$288K	0.05%	261
2020 Q4	$75K	Buy	+1,935	New	+$70.6K	0.01%	351

Other funds holding UDR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

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