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Edgestream Partners’s UDR UDR Stock Holding History

Edgestream 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
2024
Q4 		– Sell
-66,994
Closed -$3.04M – 1091
2024
Q3 		$3.04M Buy
66,994
+24,596
+58% +$1.05M 0.13% 268
2024
Q2 		$1.74M Buy
+42,398
New +$1.63M 0.08% 376
2023
Q4 		– Sell
-30,799
Closed -$1.1M – 1072
2023
Q3 		$1.1M Sell
30,799
-20,451
-40% -$815K 0.09% 372
2023
Q2 		$2.2M Buy
+51,250
New +$2.11M 0.2% 158
2022
Q1 		– Sell
-35,347
Closed -$2.12M – 640
2021
Q4 		$2.12M Sell
35,347
-38,248
-52% -$2.15M 0.13% 218
2021
Q3 		$3.9M Sell
73,595
-96,705
-57% -$5.17M 0.24% 146
2021
Q2 		$8.34M Buy
+170,300
New +$8.01M 0.49% 60
2020
Q4 		– Sell
-68,592
Closed -$2.24M – 425
2020
Q3 		$2.24M Buy
68,592
+27,246
+66% +$957K 0.14% 181
2020
Q2 		$1.55M Buy
41,346
+24,007
+138% +$896K 0.08% 218
2020
Q1 		$634K Sell
17,339
-8,240
-32% -$373K 0.06% 229
2019
Q4 		$1.2M Buy
+25,579
New +$1.23M 0.06% 219

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgestream Partners's UDR Position: Q4 2024 in Review

Edgestream Partners sold out of UDR (UDR) in Q4 2024, closing a stake of 66,994 shares — an estimated $3.04M sold.

Edgestream Partners first reported a position in UDR in Q4 2019 and held it in 11 quarters. The position peaked at $8.34M in Q2 2021. 513 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

  • Edgestream Partners reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 66,994 UDR shares in Q4 2024, an estimated $3.04M.
  • Edgestream Partners first reported a position in UDR in Q4 2019 and held it in 11 quarters.
  • Edgestream Partners's UDR position peaked at $8.34M in Q2 2021.
  • 513 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.