Advisor Partners II’s UDR UDR Stock Holding History

Advisor Partners II’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
2023 Q3	–	Sell	-7,778	Closed	-$334K	–	1298
2023 Q2	$334K	Sell	7,778 -32	-0.4%	-$1.32K	0.02%	742
2023 Q1	$321K	Buy	7,810 +1,273	+19%	+$52.6K	0.02%	707
2022 Q4	$253K	Buy	6,537 +1,009	+18%	+$39.9K	0.02%	750
2022 Q3	$231K	Buy	+5,528	New	+$254K	0.02%	709

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners II's UDR Position: Q3 2023 in Review

Advisor Partners II sold out of UDR (UDR) in Q3 2023, closing a stake of 7,778 shares — an estimated $334K sold.

Advisor Partners II first reported a position in UDR in Q3 2022 and held it in 4 quarters. The position peaked at $334K in Q2 2023. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Advisor Partners II reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Advisor Partners II sold 7,778 UDR shares in Q3 2023, an estimated $334K.
Advisor Partners II first reported a position in UDR in Q3 2022 and held it in 4 quarters.
Advisor Partners II's UDR position peaked at $334K in Q2 2023.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.