Castleview Partners’s UDR UDR Stock Holding History

Castleview Partners’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	-26,395	Closed	-$440	–	1008
2021 Q4	$440	Buy	+26,395	New	+$1.49M	﹤0.01%	546

Other funds holding UDR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castleview Partners's UDR Position: Q1 2022 in Review

Castleview Partners sold out of UDR (UDR) in Q1 2022, closing a stake of 26,395 shares — an estimated $440 sold.

Castleview Partners first reported a position in UDR in Q4 2021 and held it in 1 quarter. The position peaked at $440 in Q4 2021. 501 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

Castleview Partners reported no remaining UDR position as of Q1 2022 after selling out during the quarter.
Castleview Partners sold 26,395 UDR shares in Q1 2022, an estimated $440.
Castleview Partners first reported a position in UDR in Q4 2021 and held it in 1 quarter.
Castleview Partners's UDR position peaked at $440 in Q4 2021.
501 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.