Aptus Capital Advisors’s UDR UDR Stock Holding History

Aptus Capital Advisors’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 Q4	–	Sell	-5,935	Closed	-$212K	–	989
2023 Q3	$212K	Sell	5,935 -998	-14%	-$39.8K	0.01%	555
2023 Q2	$298K	Buy	6,933 +69	+1%	+$2.84K	0.01%	411
2023 Q1	$282K	Buy	+6,864	New	+$284K	0.01%	401

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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

Aptus Capital Advisors's UDR Position: Q4 2023 in Review

Aptus Capital Advisors sold out of UDR (UDR) in Q4 2023, closing a stake of 5,935 shares — an estimated $212K sold.

Aptus Capital Advisors first reported a position in UDR in Q1 2023 and held it in 3 quarters. The position peaked at $298K in Q2 2023. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

Aptus Capital Advisors reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
Aptus Capital Advisors sold 5,935 UDR shares in Q4 2023, an estimated $212K.
Aptus Capital Advisors first reported a position in UDR in Q1 2023 and held it in 3 quarters.
Aptus Capital Advisors's UDR position peaked at $298K in Q2 2023.
461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on Aptus Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.