RMR Capital Management’s UDR UDR Stock Holding History

RMR 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	-5,171	Closed	-$224K	–	80
2024 Q4	$224K	Hold	5,171	–	–	0.17%	70
2024 Q3	$234K	Hold	5,171	–	–	0.19%	68
2024 Q2	$213K	Buy	+5,171	New	+$199K	0.19%	65

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

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

RMR Capital Management sold out of UDR (UDR) in Q1 2025, closing a stake of 5,171 shares — an estimated $224K sold.

RMR Capital Management first reported a position in UDR in Q2 2024 and held it in 3 quarters. The position peaked at $234K in Q3 2024. 512 funds tracked by Wall St. Rank hold UDR as of Q1 2025.

RMR Capital Management reported no remaining UDR position as of Q1 2025 after selling out during the quarter.
RMR Capital Management sold 5,171 UDR shares in Q1 2025, an estimated $224K.
RMR Capital Management first reported a position in UDR in Q2 2024 and held it in 3 quarters.
RMR Capital Management's UDR position peaked at $234K in Q3 2024.
512 funds tracked by Wall St. Rank held UDR as of Q1 2025.

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