Capital World Investors’s UDR UDR Stock Holding History

Capital World Investors’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
2022 Q2	–	Sell	-5,671,240	Closed	-$325M	–	592
2022 Q1	$325M	Sell	5,671,240 -702,659	-11%	-$39.9M	0.06%	248
2021 Q4	$382M	Hold	6,373,899	–	–	0.06%	243
2021 Q3	$338M	Buy	+6,373,899	New	+$340M	0.06%	252

Other funds holding UDR

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors's UDR Position: Q2 2022 in Review

Capital World Investors sold out of UDR (UDR) in Q2 2022, closing a stake of 5,671,240 shares — an estimated $325M sold.

Capital World Investors first reported a position in UDR in Q3 2021 and held it in 3 quarters. The position peaked at $382M in Q4 2021. 457 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Capital World Investors reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Capital World Investors sold 5,671,240 UDR shares in Q2 2022, an estimated $325M.
Capital World Investors first reported a position in UDR in Q3 2021 and held it in 3 quarters.
Capital World Investors's UDR position peaked at $382M in Q4 2021.
457 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Capital World Investors's 13F filing for Q2 2022, filed 15 Aug 2022.