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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 $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return