Pinnacle Associates’s UDR UDR Stock Holding History

Pinnacle Associates’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	-4,647	Closed	-$202K	–	863
2024 Q4	$202K	Buy	+4,647	New	+$205K	﹤0.01%	804

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

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

Norges Bank Oslo, Norway $935B AUM

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

Pinnacle Associates's UDR Position: Q1 2025 in Review

Pinnacle Associates sold out of UDR (UDR) in Q1 2025, closing a stake of 4,647 shares — an estimated $202K sold.

Pinnacle Associates first reported a position in UDR in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

Pinnacle Associates reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
Pinnacle Associates sold 4,647 UDR shares in Q1 2025, an estimated $202K.
Pinnacle Associates first reported a position in UDR in Q4 2024 and held it in 1 quarter.
Pinnacle Associates's UDR position peaked at $202K in Q4 2024.
511 funds tracked by Wall St. Rank held UDR as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.