Belpointe Asset Management’s UDR UDR Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-568	Closed	-$23.3K	–	3207
2023 Q1	$23.3K	Buy	568 +41	+8%	+$1.69K	﹤0.01%	2224
2022 Q4	$20.4K	Buy	+527	New	+$20.8K	﹤0.01%	2169
2022 Q3	–	Sell	-2,482	Closed	-$114K	–	1236
2022 Q2	$114K	Sell	2,482 -98	-4%	-$4.94K	0.01%	1062
2022 Q1	$148K	Buy	+2,580	New	+$146K	0.01%	1047

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Belpointe Asset Management's UDR Position: Q2 2023 in Review

Belpointe Asset Management sold out of UDR (UDR) in Q2 2023, closing a stake of 568 shares — an estimated $23.3K sold.

Belpointe Asset Management first reported a position in UDR in Q1 2022 and held it in 4 quarters. The position peaked at $148K in Q1 2022. 441 funds tracked by Wall St. Rank hold UDR as of Q2 2023.

Belpointe Asset Management reported no remaining UDR position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 568 UDR shares in Q2 2023, an estimated $23.3K.
Belpointe Asset Management first reported a position in UDR in Q1 2022 and held it in 4 quarters.
Belpointe Asset Management's UDR position peaked at $148K in Q1 2022.
441 funds tracked by Wall St. Rank held UDR as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.