Forward Management’s UDR UDR Stock Holding History

Forward 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 Q4	–	Sell	-110,035	Closed	-$4.59M	–	29
2022 Q3	$4.59M	Sell	110,035 -20,000	-15%	-$918K	0.51%	15
2022 Q2	$5.99M	Hold	130,035	–	–	0.65%	9
2022 Q1	$7.46M	Buy	130,035 +30,035	+30%	+$1.7M	0.78%	9
2021 Q4	$6M	Buy	+100,000	New	+$5.63M	0.58%	12
2021 Q2	–	Sell	-30,000	Closed	-$1.32M	–	27
2021 Q1	$1.32M	Buy	+30,000	New	+$1.24M	0.27%	14
2020 Q1	–	Sell	-25,000	Closed	-$1.17M	–	50
2019 Q4	$1.17M	Buy	+25,000	New	+$1.2M	0.18%	26
2016 Q1	–	Sell	-8,408	Closed	-$316K	–	262
2015 Q4	$316K	Sell	8,408 -10,000	-54%	-$359K	0.03%	219
2015 Q3	$635K	Sell	18,408 -25,200	-58%	-$840K	0.05%	177
2015 Q2	$1.4M	Sell	43,608 -26,300	-38%	-$864K	0.09%	136
2015 Q1	$2.38M	Sell	69,908 -14,000	-17%	-$460K	0.14%	99
2014 Q4	$2.59M	Hold	83,908	–	–	0.14%	100
2014 Q3	$2.29M	Sell	83,908 -16,400	-16%	-$474K	0.14%	100
2014 Q2	$2.87M	Sell	100,308 -13,300	-12%	-$358K	0.17%	83
2014 Q1	$2.94M	Buy	113,608 +5,700	+5%	+$143K	0.17%	81
2013 Q4	$2.52M	Buy	107,908 +11,500	+12%	+$276K	0.15%	82
2013 Q3	$2.29M	Hold	96,408	–	–	0.15%	86
2013 Q2	$2.46M	Buy	+96,408	New	+$2.39M	0.2%	88

Other funds holding UDR

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

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Forward Management's UDR Position: Q4 2022 in Review

Forward Management sold out of UDR (UDR) in Q4 2022, closing a stake of 110,035 shares — an estimated $4.59M sold.

Forward Management first reported a position in UDR in Q2 2013 and held it in 17 quarters. The position peaked at $7.46M in Q1 2022. 445 funds tracked by Wall St. Rank hold UDR as of Q4 2022.

Forward Management reported no remaining UDR position as of Q4 2022 after selling out during the quarter.
Forward Management sold 110,035 UDR shares in Q4 2022, an estimated $4.59M.
Forward Management first reported a position in UDR in Q2 2013 and held it in 17 quarters.
Forward Management's UDR position peaked at $7.46M in Q1 2022.
445 funds tracked by Wall St. Rank held UDR as of Q4 2022.

Based on Forward Management's 13F filing for Q4 2022.