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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

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

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management

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

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