Advisor Partners’s UDR UDR Stock Holding History

Advisor Partners’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
2022 Q2	$211K	Sell	4,580 -749	-14%	-$37.8K	0.01%	766
2022 Q1	$306K	Sell	5,329 -150	-3%	-$8.51K	0.02%	669
2021 Q4	$329K	Buy	5,479 +1,139	+26%	+$64.1K	0.02%	643
2021 Q3	$230K	Buy	+4,340	New	+$232K	0.02%	723
2020 Q2	–	Sell	-8,326	Closed	-$304K	–	710
2020 Q1	$304K	Buy	8,326 +2,821	+51%	+$128K	0.04%	437
2019 Q4	$258K	Buy	5,505 +842	+18%	+$40.4K	0.03%	536
2019 Q3	$226K	Buy	+4,663	New	+$220K	0.03%	583
2018 Q1	–	Sell	-6,997	Closed	-$252K	–	603
2017 Q4	$252K	Buy	6,997 +93	+1%	+$3.62K	0.05%	456
2017 Q3	$263K	Buy	6,904 +51	+0.7%	+$1.98K	0.05%	385
2017 Q2	$267K	Buy	6,853 +302	+5%	+$11.5K	0.06%	365
2017 Q1	$238K	Buy	+6,551	New	+$234K	0.06%	376

Other funds holding UDR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Partners's UDR Position: Q2 2022 in Review

Advisor Partners reduced its UDR (UDR) stake by 14% in Q2 2022, selling an estimated $37.8K and leaving 4,580 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #766.

Advisor Partners first reported a position in UDR in Q1 2017 and has held it in 11 quarters since. The position peaked at $329K in Q4 2021. 457 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Advisor Partners held 4,580 shares of UDR worth $211K as of Q2 2022.
Advisor Partners sold 749 UDR shares in Q2 2022, an estimated $37.8K.
UDR made up 0.01% of Advisor Partners's portfolio in Q2 2022, its #766 holding.
Advisor Partners first reported a position in UDR in Q1 2017 and has held it in 11 quarters since.
Advisor Partners's UDR position peaked at $329K in Q4 2021.
457 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.