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Capitolis Advisors’s UDR UDR Stock Holding History

Capitolis 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
2022
Q1 		– Sell
-147,860
Closed -$8.87M – 479
2021
Q4 		$8.87M Buy
+147,860
New +$8.32M 0.05% 245
2021
Q3 		– Sell
-109,719
Closed -$5.37M – 447
2021
Q2 		$5.37M Hold
109,719
– – 0.06% 215
2021
Q1 		$4.81M Sell
109,719
-143,940
-57% -$5.95M 0.08% 172
2020
Q4 		$9.75M Buy
+253,659
New +$9.25M 0.16% 136

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capitolis Advisors's UDR Position: Q1 2022 in Review

Capitolis Advisors sold out of UDR (UDR) in Q1 2022, closing a stake of 147,860 shares — an estimated $8.87M sold.

Capitolis Advisors first reported a position in UDR in Q4 2020 and held it in 4 quarters. The position peaked at $9.75M in Q4 2020. 501 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

  • Capitolis Advisors reported no remaining UDR position as of Q1 2022 after selling out during the quarter.
  • Capitolis Advisors sold 147,860 UDR shares in Q1 2022, an estimated $8.87M.
  • Capitolis Advisors first reported a position in UDR in Q4 2020 and held it in 4 quarters.
  • Capitolis Advisors's UDR position peaked at $9.75M in Q4 2020.
  • 501 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.