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Advisor Group’s UDR UDR Stock Holding History

Advisor Group’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
2019
Q4 		$312K Buy
6,694
+1,659
+33% +$79.7K ﹤0.01% 2030
2019
Q3 		$245K Buy
5,035
+1,043
+26% +$49.1K ﹤0.01% 2169
2019
Q2 		$179K Buy
3,992
+45
+1% +$2.03K ﹤0.01% 2397
2019
Q1 		$180K Sell
3,947
-152
-4% -$6.6K ﹤0.01% 2372
2018
Q4 		$162K Buy
4,099
+697
+20% +$28.2K ﹤0.01% 2257
2018
Q3 		$136K Sell
3,402
-1,067
-24% -$41.5K ﹤0.01% 2517
2018
Q2 		$168K Sell
4,469
-55
-1% -$1.99K ﹤0.01% 2113
2018
Q1 		$162K Sell
4,524
-378
-8% -$13.3K ﹤0.01% 2145
2017
Q4 		$189K Buy
4,902
+343
+8% +$13.3K ﹤0.01% 2045
2017
Q3 		$173K Buy
4,559
+762
+20% +$29.5K ﹤0.01% 1963
2017
Q2 		$148K Buy
3,797
+782
+26% +$29.8K ﹤0.01% 2005
2017
Q1 		$109K Buy
3,015
+396
+15% +$14.2K ﹤0.01% 2098
2016
Q4 		$96K Sell
2,619
-135
-5% -$4.63K ﹤0.01% 2098
2016
Q3 		$99K Buy
2,754
+257
+10% +$9.37K ﹤0.01% 2011
2016
Q2 		$92K Buy
+2,497
New +$89.5K ﹤0.01% 1988

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's UDR Position: Q4 2019 in Review

Advisor Group increased its UDR (UDR) stake by 33% in Q4 2019, buying an estimated $79.7K and bringing the position to 6,694 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Advisor Group first reported a position in UDR in Q2 2016 and has held it in 15 quarters since. 432 funds tracked by Wall St. Rank hold UDR as of Q4 2019.

  • Advisor Group held 6,694 shares of UDR worth $312K as of Q4 2019.
  • Advisor Group bought 1,659 UDR shares in Q4 2019, an estimated $79.7K.
  • UDR made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2030 holding.
  • Advisor Group first reported a position in UDR in Q2 2016 and has held it in 15 quarters since.
  • 432 funds tracked by Wall St. Rank held UDR as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.