Gillson Capital LP UDR — UDR INC

Ownership history in Gillson Capital LP  ·  12 quarters on record

AI Ownership Summary

Gillson Capital LP reported UDR INC (UDR) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.76% in 2026 Q2. The latest visible filing shows UDR at 2.76% 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 Gillson Capital LP'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
2026 Q2

UDR was reported at 2.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.76% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

UDR stock page Gillson Capital LP fund profile Gillson Capital LP full holdings
How Gillson Capital LP held UDR — position size vs. price
% of Fund (quarterly)    UDR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,172,691 +869,891 +287.3% 2.76% $47K 2026-08-14 $37.94
2024 Q2 REDUCED 59.8% +11.3% ❌ 302,800 -451,333 -59.8% 1.20% $12.5M 2024-08-14 $38.53
2024 Q1 ADDED — — — 754,133 +286,147 +61.1% 2.68% $28.2M 2024-05-15 $36.16
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UDR

As of 2026 Q2 — sorted by position size

SNOWWATER INVESTMENT PARTNERS, LLC 14.47% Hazelview Securities Inc. 3Y 7Y 3.95% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 3.14% Sophron Capital Management L.P. 2.64% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 2.55% Bayhunt Capital LLC 2.36% Corsicana & Co. 3Y 2.14% Callodine Capital Management, LP 3Y 7Y 2.1% LANDMARK INVESTMENT PARTNERS, L.P. 1.8% Vert Asset Management LLC 3Y 1.75%

FAQ About Gillson Capital LP and UDR

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

How long has Gillson Capital LP reported owning UDR?

Gillson Capital LP reported UDR across 3 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported UDR position in Gillson Capital LP's portfolio?

The largest reported portfolio weight for UDR was 2.76% in 2026 Q2.

What is the latest reported UDR position on this page?

The most recent filing on this page is 2026 Q2, when Gillson Capital LP reported 1,172,691 shares, equal to 2.76% of portfolio, with an estimated market value of $47K.

What does the chart on this UDR ownership page compare?

The chart compares Gillson Capital LP'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.

How well did Gillson Capital LP time their UDR position?

Based on 13F filing dates vs. subsequent UDR price moves, Gillson Capital LP correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on UDR relative to SPY over the holding period was +1.3%.

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