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Duff & Phelps Investment Management’s UDR UDR Stock Holding History

Duff & Phelps Investment 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
-1,761,750
Closed -$67.5M – 255
2023
Q4 		$67.5M Sell
1,761,750
-691,770
-28% -$24.1M 0.81% 45
2023
Q3 		$87.5M Buy
2,453,520
+76,900
+3% +$3.07M 1.15% 33
2023
Q2 		$102M Buy
2,376,620
+250,460
+12% +$10.3M 1.24% 31
2023
Q1 		$87.3M Buy
+2,126,160
New +$87.8M 1.06% 35
2014
Q2 		– Sell
-8,057
Closed -$208K – 220
2014
Q1 		$208K Buy
+8,057
New +$202K ﹤0.01% 212
2013
Q3 		– Sell
-498,768
Closed -$12.7M – 226
2013
Q2 		$12.7M Buy
+498,768
New +$12.4M 0.22% 93

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CIM
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Geode Capital Management
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Daiwa Securities Group
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