Capital Performance Advisors’s UDR UDR Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-74	Closed	-$3.35K	–	2528
2024 Q3	$3.35K	Buy	+74	New	+$3.17K	﹤0.01%	1304

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

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

Capital Performance Advisors's UDR Position: Q4 2024 in Review

Capital Performance Advisors sold out of UDR (UDR) in Q4 2024, closing a stake of 74 shares — an estimated $3.35K sold.

Capital Performance Advisors first reported a position in UDR in Q3 2024 and held it in 1 quarter. The position peaked at $3.35K in Q3 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

Capital Performance Advisors reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 74 UDR shares in Q4 2024, an estimated $3.35K.
Capital Performance Advisors first reported a position in UDR in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's UDR position peaked at $3.35K in Q3 2024.
511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.