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Institutional & Family Asset Management’s UDR UDR Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-4,378
Closed -$192K – 1010
2021
Q1 		$192K Buy
+4,378
New +$181K 0.04% 187

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Institutional & Family Asset Management's UDR Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of UDR (UDR) in Q2 2021, closing a stake of 4,378 shares — an estimated $192K sold.

Institutional & Family Asset Management first reported a position in UDR in Q1 2021 and held it in 1 quarter. The position peaked at $192K in Q1 2021. 432 funds tracked by Wall St. Rank hold UDR as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining UDR position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,378 UDR shares in Q2 2021, an estimated $192K.
  • Institutional & Family Asset Management first reported a position in UDR in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's UDR position peaked at $192K in Q1 2021.
  • 432 funds tracked by Wall St. Rank held UDR as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.