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Next Capital Management’s UDR UDR Stock Holding History

Next Capital 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
-5,069
Closed -$220K – 146
2024
Q4 		$220K Buy
5,069
+69
+1% +$3.05K 0.09% 130
2024
Q3 		$227K Buy
+5,000
New +$214K 0.09% 120
2019
Q3 		– Sell
-90
Closed -$4K – 781
2019
Q2 		$4K Buy
+90
New +$4.05K ﹤0.01% 721

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Capital Management's UDR Position: Q1 2025 in Review

Next Capital Management sold out of UDR (UDR) in Q1 2025, closing a stake of 5,069 shares — an estimated $220K sold.

Next Capital Management first reported a position in UDR in Q2 2019 and held it in 3 quarters. The position peaked at $227K in Q3 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

  • Next Capital Management reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
  • Next Capital Management sold 5,069 UDR shares in Q1 2025, an estimated $220K.
  • Next Capital Management first reported a position in UDR in Q2 2019 and held it in 3 quarters.
  • Next Capital Management's UDR position peaked at $227K in Q3 2024.
  • 511 funds tracked by Wall St. Rank held UDR as of Q1 2025.

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