PCP
UDR icon

Perbak Capital Partners’s UDR UDR Stock Holding History

Perbak Capital 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
2025
Q3 		– Sell
-11,550
Closed -$472K – 380
2025
Q2 		$472K Buy
11,550
+3,319
+40% +$137K 0.11% 195
2025
Q1 		$372K Buy
+8,231
New +$352K 0.28% 45

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Perbak Capital Partners's UDR Position: Q3 2025 in Review

Perbak Capital Partners sold out of UDR (UDR) in Q3 2025, closing a stake of 11,550 shares — an estimated $472K sold.

Perbak Capital Partners first reported a position in UDR in Q1 2025 and held it in 2 quarters. The position peaked at $472K in Q2 2025. 510 funds tracked by Wall St. Rank hold UDR as of Q3 2025.

  • Perbak Capital Partners reported no remaining UDR position as of Q3 2025 after selling out during the quarter.
  • Perbak Capital Partners sold 11,550 UDR shares in Q3 2025, an estimated $472K.
  • Perbak Capital Partners first reported a position in UDR in Q1 2025 and held it in 2 quarters.
  • Perbak Capital Partners's UDR position peaked at $472K in Q2 2025.
  • 510 funds tracked by Wall St. Rank held UDR as of Q3 2025.

Based on Perbak Capital Partners's 13F filing for Q3 2025, filed 13 Nov 2025.