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Carlson Capital’s UDR UDR Stock Holding History

Carlson Capital’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
2023
Q4 		– Sell
-107,862
Closed -$3.85M – 161
2023
Q3 		$3.85M Sell
107,862
-2,438
-2% -$97.2K 0.3% 84
2023
Q2 		$4.74M Buy
+110,300
New +$4.54M 0.41% 70
2020
Q4 		– Sell
-358,350
Closed -$11.7M – 201
2020
Q3 		$11.7M Buy
358,350
+112,100
+46% +$3.94M 0.34% 95
2020
Q2 		$9.21M Sell
246,250
-226,750
-48% -$8.47M 0.25% 109
2020
Q1 		$17.3M Buy
+473,000
New +$21.4M 0.46% 58
2014
Q2 		– Sell
-889,452
Closed -$23M – 389
2014
Q1 		$23M Buy
889,452
+398,240
+81% +$9.97M 0.27% 131
2013
Q4 		$11.5M Sell
491,212
-334,230
-40% -$8.01M 0.13% 212
2013
Q3 		$19.6M Buy
825,442
+618,830
+300% +$15.1M 0.26% 134
2013
Q2 		$5.27M Buy
+206,612
New +$5.12M 0.06% 247

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carlson Capital's UDR Position: Q4 2023 in Review

Carlson Capital sold out of UDR (UDR) in Q4 2023, closing a stake of 107,862 shares — an estimated $3.85M sold.

Carlson Capital first reported a position in UDR in Q2 2013 and held it in 9 quarters. The position peaked at $23M in Q1 2014. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

  • Carlson Capital reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
  • Carlson Capital sold 107,862 UDR shares in Q4 2023, an estimated $3.85M.
  • Carlson Capital first reported a position in UDR in Q2 2013 and held it in 9 quarters.
  • Carlson Capital's UDR position peaked at $23M in Q1 2014.
  • 461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on Carlson Capital's 13F filing for Q4 2023, filed 13 Feb 2024.