Number of Shares
76,776.00
Current Holdings Value*
$3.47 Mil
% of Portfolio
3.48%
Total Estimate Gain
$-1.13 Mil
% of Total Estimate Gain
-14.20%

Cromwell CenterSquare Real Estate Fund's UDR Inc Holding Summary

As of 2025-03-31, Cromwell CenterSquare Real Estate Fund held 76,776.00 shares of UDR Inc(UDR), totaling $3.47 Mil. This investment constitutes 3.48% of their stock portfolio, and Cromwell CenterSquare Real Estate Fund now holds 0.02% of the outstanding UDR Inc(UDR) stock.

The initial trade took place in 2022Q1. And since then Cromwell CenterSquare Real Estate Fund has made 5 purchases of UDR, at an average price of $48.36, for a total of 163,960.00 shares. In addition, there have been 7 sales at an average price of $42.49 for 87,184.00 shares. Based on historical transaction data and UDR's current price of $40.36, Cromwell CenterSquare Real Estate Fund's estimated gain on his UDR holdings is $-1.13 Mil, reflecting a -14.20% gain to date.

Cromwell CenterSquare Real Estate Fund UDR ($40.36) Holding Chart

Cromwell CenterSquare Real Estate Fund UDR ($40.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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