Capital Square’s UDR UDR Stock Holding History

Capital Square’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 Q3	–	Sell	-4,862	Closed	-$264K	–	161
2021 Q2	$264K	Sell	4,862 -390	-7%	-$18.3K	0.19%	123
2021 Q1	$231K	Sell	5,252 -260	-5%	-$10.8K	0.17%	129
2020 Q4	$211K	Buy	+5,512	New	+$201K	0.18%	132

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Square's UDR Position: Q3 2021 in Review

Capital Square sold out of UDR (UDR) in Q3 2021, closing a stake of 4,862 shares — an estimated $264K sold.

Capital Square first reported a position in UDR in Q4 2020 and held it in 3 quarters. The position peaked at $264K in Q2 2021. 447 funds tracked by Wall St. Rank hold UDR as of Q3 2021.

Capital Square reported no remaining UDR position as of Q3 2021 after selling out during the quarter.
Capital Square sold 4,862 UDR shares in Q3 2021, an estimated $264K.
Capital Square first reported a position in UDR in Q4 2020 and held it in 3 quarters.
Capital Square's UDR position peaked at $264K in Q2 2021.
447 funds tracked by Wall St. Rank held UDR as of Q3 2021.

Based on Capital Square's 13F filing for Q3 2021, filed 2 Nov 2021.