James Investment Research’s UDR UDR Stock Holding History

James Investment Research’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	-702	Closed	-$40K	–	550
2022 Q1	$40K	Sell	702 -702	-50%	-$39.8K	﹤0.01%	365
2021 Q4	$84K	Buy	+1,404	New	+$79K	0.01%	343

Other funds holding UDR

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

James Investment Research's UDR Position: Q2 2022 in Review

James Investment Research sold out of UDR (UDR) in Q2 2022, closing a stake of 702 shares — an estimated $40K sold.

James Investment Research first reported a position in UDR in Q4 2021 and held it in 2 quarters. The position peaked at $84K in Q4 2021. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

James Investment Research reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
James Investment Research sold 702 UDR shares in Q2 2022, an estimated $40K.
James Investment Research first reported a position in UDR in Q4 2021 and held it in 2 quarters.
James Investment Research's UDR position peaked at $84K in Q4 2021.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on James Investment Research's 13F filing for Q2 2022, filed 1 Aug 2022.