Nan Fung Trinity’s UDR UDR Stock Holding History

Nan Fung Trinity’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 Q2	–	Sell	-94,800	Closed	-$4.28M	–	66
2025 Q1	$4.28M	Buy	94,800 +3,700	+4%	+$158K	0.68%	35
2024 Q4	$3.95M	Hold	91,100	–	–	0.81%	27
2024 Q3	$4.13M	Buy	+91,100	New	+$3.9M	0.78%	22

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Nan Fung Trinity's UDR Position: Q2 2025 in Review

Nan Fung Trinity sold out of UDR (UDR) in Q2 2025, closing a stake of 94,800 shares — an estimated $4.28M sold.

Nan Fung Trinity first reported a position in UDR in Q3 2024 and held it in 3 quarters. The position peaked at $4.28M in Q1 2025. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

Nan Fung Trinity reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
Nan Fung Trinity sold 94,800 UDR shares in Q2 2025, an estimated $4.28M.
Nan Fung Trinity first reported a position in UDR in Q3 2024 and held it in 3 quarters.
Nan Fung Trinity's UDR position peaked at $4.28M in Q1 2025.
524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Nan Fung Trinity's 13F filing for Q2 2025, filed 8 Aug 2025.