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Capital Analysts LLC’s UDR UDR Stock Holding History

Capital Analysts LLC’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
2021
Q2 		– Sell
-17
Closed -$1K – 1088
2021
Q1 		$1K Buy
+17
New +$703 ﹤0.01% 1046

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Capital Analysts LLC's UDR Position: Q2 2021 in Review

Capital Analysts LLC sold out of UDR (UDR) in Q2 2021, closing a stake of 17 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in UDR in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 432 funds tracked by Wall St. Rank hold UDR as of Q2 2021.

  • Capital Analysts LLC reported no remaining UDR position as of Q2 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 17 UDR shares in Q2 2021, an estimated $1K.
  • Capital Analysts LLC first reported a position in UDR in Q1 2021 and held it in 1 quarter.
  • Capital Analysts LLC's UDR position peaked at $1K in Q1 2021.
  • 432 funds tracked by Wall St. Rank held UDR as of Q2 2021.

Based on Capital Analysts LLC's 13F filing for Q2 2021, filed 5 Aug 2021.