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Fort Washington Investment Advisors’s UDR UDR Stock Holding History

Fort Washington Investment Advisors’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
-25,700
Closed -$1.47M – 494
2022
Q1 		$1.47M Buy
25,700
+2,100
+9% +$119K 0.01% 280
2021
Q4 		$1.42M Hold
23,600
– – 0.01% 290
2021
Q3 		$1.25M Sell
23,600
-2,200
-9% -$118K 0.01% 296
2021
Q2 		$1.26M Hold
25,800
– – 0.01% 298
2021
Q1 		$1.13M Sell
25,800
-3,700
-13% -$153K 0.01% 302
2020
Q4 		$1.13M Buy
29,500
+2,000
+7% +$73K 0.01% 306
2020
Q3 		$897K Buy
27,500
+2,500
+10% +$87.8K 0.01% 321
2020
Q2 		$935K Buy
25,000
+2,600
+12% +$97.1K 0.01% 314
2020
Q1 		$818K Buy
22,400
+2,900
+15% +$131K 0.01% 291
2019
Q4 		$911K Buy
19,500
+2,600
+15% +$125K 0.01% 315
2019
Q3 		$819K Buy
16,900
+800
+5% +$37.7K 0.01% 341
2019
Q2 		$723K Buy
16,100
+2,800
+21% +$126K 0.01% 348
2019
Q1 		$605K Sell
13,300
-1,100
-8% -$47.7K 0.01% 369
2018
Q4 		$571K Sell
14,400
-500
-3% -$20.2K 0.01% 381
2018
Q3 		$602K Sell
14,900
-4,500
-23% -$175K 0.01% 406
2018
Q2 		$728K Buy
19,400
+900
+5% +$32.6K 0.01% 378
2018
Q1 		$659K Buy
18,500
+1,800
+11% +$63.4K 0.01% 405
2017
Q4 		$643K Buy
16,700
+1,400
+9% +$54.4K 0.01% 450
2017
Q3 		$582K Hold
15,300
– – 0.01% 377
2017
Q2 		$596K Sell
15,300
-300
-2% -$11.4K 0.01% 375
2017
Q1 		$566K Buy
15,600
+7,000
+81% +$250K 0.01% 380
2016
Q4 		$314K Buy
+8,600
New +$295K 0.01% 436
2016
Q3 		– Sell
-12,200
Closed -$450K – 458
2016
Q2 		$450K Buy
12,200
+4,900
+67% +$176K 0.01% 364
2016
Q1 		$281K Buy
+7,300
New +$261K 0.01% 416

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fort Washington Investment Advisors's UDR Position: Q2 2022 in Review

Fort Washington Investment Advisors sold out of UDR (UDR) in Q2 2022, closing a stake of 25,700 shares — an estimated $1.47M sold.

Fort Washington Investment Advisors first reported a position in UDR in Q1 2016 and held it in 24 quarters. The position peaked at $1.47M in Q1 2022. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

  • Fort Washington Investment Advisors reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 25,700 UDR shares in Q2 2022, an estimated $1.47M.
  • Fort Washington Investment Advisors first reported a position in UDR in Q1 2016 and held it in 24 quarters.
  • Fort Washington Investment Advisors's UDR position peaked at $1.47M in Q1 2022.
  • 456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.