CG
UDR icon

Caprock Group’s UDR UDR Stock Holding History

Caprock Group’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
Q4 		– Sell
-5,438
Closed -$288K – 627
2021
Q3 		$288K Sell
5,438
-356
-6% -$19K 0.03% 389
2021
Q2 		$284K Sell
5,794
-985
-15% -$46.3K 0.03% 389
2021
Q1 		$297K Buy
6,779
+110
+2% +$4.55K 0.03% 340
2020
Q4 		$256K Sell
6,669
-263
-4% -$9.59K 0.03% 368
2020
Q3 		$226K Buy
6,932
+624
+10% +$21.9K 0.03% 350
2020
Q2 		$236K Sell
6,308
-2,275
-27% -$84.9K 0.04% 332
2020
Q1 		$314K Buy
8,583
+2,056
+31% +$93.1K 0.06% 230
2019
Q4 		$305K Buy
6,527
+943
+17% +$45.3K 0.05% 244
2019
Q3 		$271K Buy
5,584
+95
+2% +$4.47K 0.05% 255
2019
Q2 		$246K Sell
5,489
-2,313
-30% -$104K 0.05% 264
2019
Q1 		$355K Buy
7,802
+32
+0.4% +$1.39K 0.07% 235
2018
Q4 		$308K Buy
7,770
+2,341
+43% +$94.6K 0.07% 230
2018
Q3 		$219K Buy
+5,429
New +$211K 0.04% 343
2016
Q4 		– Sell
-8,674
Closed -$312K – 398
2016
Q3 		$312K Sell
8,674
-900
-9% -$32.8K 0.07% 245
2016
Q2 		$353K Sell
9,574
-100
-1% -$3.58K 0.09% 195
2016
Q1 		$373K Buy
+9,674
New +$346K 0.09% 201

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Caprock Group's UDR Position: Q4 2021 in Review

Caprock Group sold out of UDR (UDR) in Q4 2021, closing a stake of 5,438 shares — an estimated $288K sold.

Caprock Group first reported a position in UDR in Q1 2016 and held it in 16 quarters. The position peaked at $373K in Q1 2016. 468 funds tracked by Wall St. Rank hold UDR as of Q4 2021.

  • Caprock Group reported no remaining UDR position as of Q4 2021 after selling out during the quarter.
  • Caprock Group sold 5,438 UDR shares in Q4 2021, an estimated $288K.
  • Caprock Group first reported a position in UDR in Q1 2016 and held it in 16 quarters.
  • Caprock Group's UDR position peaked at $373K in Q1 2016.
  • 468 funds tracked by Wall St. Rank held UDR as of Q4 2021.

Based on Caprock Group's 13F filing for Q4 2021, filed 18 Jan 2022.