Echo Street Capital Management’s UDR UDR Stock Holding History

Echo Street Capital 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
2022 Q2	–	Sell	-7,415	Closed	-$425K	–	720
2022 Q1	$425K	Sell	7,415 -15,698	-68%	-$891K	﹤0.01%	439
2021 Q4	$1.39M	Sell	23,113 -2,641	-10%	-$149K	0.01%	193
2021 Q3	$1.36M	Buy	+25,754	New	+$1.38M	0.01%	192
2020 Q1	–	Sell	-356,221	Closed	-$16.6M	–	210
2019 Q4	$16.6M	Sell	356,221 -26,604	-7%	-$1.28M	0.26%	123
2019 Q3	$18.6M	Buy	382,825 +17,205	+5%	+$810K	0.31%	112
2019 Q2	$16.4M	Buy	+365,620	New	+$16.5M	0.29%	113
2018 Q4	–	Sell	-52,146	Closed	-$2.11M	–	195
2018 Q3	$2.11M	Sell	52,146 -325,356	-86%	-$12.7M	0.05%	166
2018 Q2	$14.2M	Buy	377,502 +161,688	+75%	+$5.85M	0.35%	96
2018 Q1	$7.69M	Buy	215,814 +58,292	+37%	+$2.05M	0.22%	120
2017 Q4	$6.07M	Buy	+157,522	New	+$6.12M	0.18%	134
2017 Q1	–	Sell	-175,942	Closed	-$6.42M	–	180
2016 Q4	$6.42M	Buy	+175,942	New	+$6.03M	0.26%	103
2013 Q4	–	Sell	-332,000	Closed	-$7.87M	–	95
2013 Q3	$7.87M	Buy	+332,000	New	+$8.08M	1%	37

Other funds holding UDR

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Echo Street Capital Management's UDR Position: Q2 2022 in Review

Echo Street Capital Management sold out of UDR (UDR) in Q2 2022, closing a stake of 7,415 shares — an estimated $425K sold.

Echo Street Capital Management first reported a position in UDR in Q3 2013 and held it in 12 quarters. The position peaked at $18.6M in Q3 2019. 457 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Echo Street Capital Management reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Echo Street Capital Management sold 7,415 UDR shares in Q2 2022, an estimated $425K.
Echo Street Capital Management first reported a position in UDR in Q3 2013 and held it in 12 quarters.
Echo Street Capital Management's UDR position peaked at $18.6M in Q3 2019.
457 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Echo Street Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.