American Assets Capital Advisers’s UDR UDR Stock Holding History

American Assets Capital Advisers’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 Q1	–	Sell	-113,613	Closed	-$4.4M	–	41
2022 Q4	$4.4M	Buy	+113,613	New	+$4.49M	1.07%	30
2021 Q2	–	Sell	-167,229	Closed	-$7.42M	–	36
2021 Q1	$7.42M	Buy	+167,229	New	+$6.92M	0.96%	28

Other funds holding UDR

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

American Assets Capital Advisers's UDR Position: Q1 2023 in Review

American Assets Capital Advisers sold out of UDR (UDR) in Q1 2023, closing a stake of 113,613 shares — an estimated $4.4M sold.

American Assets Capital Advisers first reported a position in UDR in Q1 2021 and held it in 2 quarters. The position peaked at $7.42M in Q1 2021. 438 funds tracked by Wall St. Rank hold UDR as of Q1 2023.

American Assets Capital Advisers reported no remaining UDR position as of Q1 2023 after selling out during the quarter.
American Assets Capital Advisers sold 113,613 UDR shares in Q1 2023, an estimated $4.4M.
American Assets Capital Advisers first reported a position in UDR in Q1 2021 and held it in 2 quarters.
American Assets Capital Advisers's UDR position peaked at $7.42M in Q1 2021.
438 funds tracked by Wall St. Rank held UDR as of Q1 2023.

Based on American Assets Capital Advisers's 13F filing for Q1 2023, filed 4 May 2023.