Osterweis Capital Management’s UDR UDR Stock Holding History

Osterweis 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 Q2	–	Sell	-5	Closed	-$226	–	414
2025 Q1	$226	Buy	+5	New	+$214	﹤0.01%	335

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

Osterweis Capital Management's UDR Position: Q2 2025 in Review

Osterweis Capital Management sold out of UDR (UDR) in Q2 2025, closing a stake of 5 shares — an estimated $226 sold.

Osterweis Capital Management first reported a position in UDR in Q1 2025 and held it in 1 quarter. The position peaked at $226 in Q1 2025. 524 funds tracked by Wall St. Rank hold UDR as of Q2 2025.

Osterweis Capital Management reported no remaining UDR position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 5 UDR shares in Q2 2025, an estimated $226.
Osterweis Capital Management first reported a position in UDR in Q1 2025 and held it in 1 quarter.
Osterweis Capital Management's UDR position peaked at $226 in Q1 2025.
524 funds tracked by Wall St. Rank held UDR as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.