UDR UDR INC

Ownership history in B&I Capital AG  ·  19 quarters on record

AI Ownership Summary

B&I Capital AG reported UDR INC (UDR) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.38% in 2025 Q1. The latest visible filing shows UDR at 2.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UDR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B&I Capital AG's position in UDR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UDR was reported at 2.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.38% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How B&I Capital AG held UDR — position size vs. price
% of Fund (quarterly)    UDR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 171,870 +16,100 +10.3% 2.24% $6.3M 2026-02-14 (Est.) $38.09
2025 Q3 REDUCED 155,770 -32,700 -17.4% 2.01% $5.8M 2025-11-04 $33.87
2025 Q2 REDUCED 188,470 -41,850 -18.2% 2.62% $7.7M 2025-08-13 $37.60
2025 Q1 REDUCED 230,320 -3,500 -1.5% 3.38% $10.4M 2025-05-06 $41.39
2024 Q4 REDUCED 233,820 -14,750 -5.9% 3.31% $10.2M 2025-02-06 $41.11
2024 Q3 REDUCED 248,570 -8,200 -3.2% 3.27% $11.3M 2024-10-29 $41.27
2024 Q2 ADDED 256,770 +38,500 +17.6% 3.38% $10.6M 2024-08-07 $38.57
2024 Q1 REDUCED 218,270 -8,950 -3.9% 2.59% $8.2M 2024-04-23 $34.57
2023 Q4 ADDED 227,220 +11,350 +5.3% 2.74% $8.7M 2024-01-29 $33.69
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About B&I Capital AG and UDR

These are the practical questions this page is built to answer before you even open the full history table.

How long has B&I Capital AG reported owning UDR?

B&I Capital AG reported UDR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UDR position in B&I Capital AG's portfolio?

The largest reported portfolio weight for UDR was 3.38% in 2025 Q1.

What is the latest reported UDR position on this page?

The most recent filing on this page is 2025 Q4, when B&I Capital AG reported 171,870 shares, equal to 2.24% of portfolio, with an estimated market value of $6.3M.

What does the chart on this UDR ownership page compare?

The chart compares B&I Capital AG's quarterly UDR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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