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Paloma Partners’s UDR UDR Stock Holding History

Paloma Partners’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
-13,400
Closed -$608K – 1049
2024
Q3 		$608K Buy
+13,400
New +$574K 0.02% 564
2021
Q2 		– Sell
-18,279
Closed -$802K – 2290
2021
Q1 		$802K Buy
+18,279
New +$756K 0.02% 818
2020
Q4 		– Sell
-20,348
Closed -$664K – 2238
2020
Q3 		$664K Sell
20,348
-177,218
-90% -$6.22M 0.02% 976
2020
Q2 		$7.38M Buy
+197,566
New +$7.38M 0.13% 174
2018
Q4 		– Sell
-19,449
Closed -$787K – 1784
2018
Q3 		$787K Sell
19,449
-41,212
-68% -$1.6M 0.01% 846
2018
Q2 		$2.28M Buy
+60,661
New +$2.19M 0.04% 392
2017
Q3 		– Sell
-28,821
Closed -$1.12M – 2443
2017
Q2 		$1.12M Buy
28,821
+18,421
+177% +$701K 0.01% 1134
2017
Q1 		$377K Buy
10,400
+379
+4% +$13.5K ﹤0.01% 1673
2016
Q4 		$366K Sell
10,021
-9,700
-49% -$332K ﹤0.01% 1641
2016
Q3 		$710K Buy
19,721
+9,274
+89% +$338K 0.01% 1239
2016
Q2 		$386K Buy
10,447
+3,504
+50% +$126K ﹤0.01% 1661
2016
Q1 		$268K Buy
+6,943
New +$248K ﹤0.01% 1575
2015
Q3 		– Sell
-20,084
Closed -$644K – 1926
2015
Q2 		$644K Buy
+20,084
New +$660K 0.01% 970
2014
Q4 		– Sell
-19,300
Closed -$526K – 1373
2014
Q3 		$526K Buy
+19,300
New +$558K 0.02% 520
2014
Q1 		– Sell
-14,471
Closed -$338K – 1003
2013
Q4 		$338K Buy
+14,471
New +$347K 0.02% 747

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Paloma Partners's UDR Position: Q4 2024 in Review

Paloma Partners sold out of UDR (UDR) in Q4 2024, closing a stake of 13,400 shares — an estimated $608K sold.

Paloma Partners first reported a position in UDR in Q4 2013 and held it in 15 quarters. The position peaked at $7.38M in Q2 2020. 513 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

  • Paloma Partners reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 13,400 UDR shares in Q4 2024, an estimated $608K.
  • Paloma Partners first reported a position in UDR in Q4 2013 and held it in 15 quarters.
  • Paloma Partners's UDR position peaked at $7.38M in Q2 2020.
  • 513 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.