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Cercano Management’s UDR UDR Stock Holding History

Cercano Management’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
2024
Q1 		– Sell
-294,331
Closed -$11.3M – 119
2023
Q4 		$11.3M Hold
294,331
– – 0.37% 61
2023
Q3 		$10.5M Hold
294,331
– – 0.37% 62
2023
Q2 		$12.6M Hold
294,331
– – 0.44% 56
2023
Q1 		$12.1M Hold
294,331
– – 0.48% 48
2022
Q4 		$11.4M Buy
+294,331
New +$11.6M 0.46% 49

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cercano Management's UDR Position: Q1 2024 in Review

Cercano Management sold out of UDR (UDR) in Q1 2024, closing a stake of 294,331 shares — an estimated $11.3M sold.

Cercano Management first reported a position in UDR in Q4 2022 and held it in 5 quarters. The position peaked at $12.6M in Q2 2023. 454 funds tracked by Wall St. Rank hold UDR as of Q1 2024.

  • Cercano Management reported no remaining UDR position as of Q1 2024 after selling out during the quarter.
  • Cercano Management sold 294,331 UDR shares in Q1 2024, an estimated $11.3M.
  • Cercano Management first reported a position in UDR in Q4 2022 and held it in 5 quarters.
  • Cercano Management's UDR position peaked at $12.6M in Q2 2023.
  • 454 funds tracked by Wall St. Rank held UDR as of Q1 2024.

Based on Cercano Management's 13F filing for Q1 2024, filed 10 May 2024.