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Arcus Capital Partners’s UDR UDR Stock Holding History

Arcus Capital 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
2023
Q4 		– Sell
-6,346
Closed -$226K – 138
2023
Q3 		$226K Buy
+6,346
New +$253K 0.07% 106
2023
Q2 		– Sell
-6,300
Closed -$259K – 127
2023
Q1 		$259K Buy
6,300
+2,905
+86% +$120K 0.09% 99
2022
Q4 		$131K Buy
+3,395
New +$134K 0.05% 113
2022
Q1 		– Sell
-3,395
Closed -$204K – 114
2021
Q4 		$204K Buy
+3,395
New +$191K 0.07% 107

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Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arcus Capital Partners's UDR Position: Q4 2023 in Review

Arcus Capital Partners sold out of UDR (UDR) in Q4 2023, closing a stake of 6,346 shares — an estimated $226K sold.

Arcus Capital Partners first reported a position in UDR in Q4 2021 and held it in 4 quarters. The position peaked at $259K in Q1 2023. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

  • Arcus Capital Partners reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 6,346 UDR shares in Q4 2023, an estimated $226K.
  • Arcus Capital Partners first reported a position in UDR in Q4 2021 and held it in 4 quarters.
  • Arcus Capital Partners's UDR position peaked at $259K in Q1 2023.
  • 461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on Arcus Capital Partners's 13F filing for Q4 2023, filed 23 Jan 2024.