M&R Capital Management’s UDR UDR Stock Holding History

M&R Capital 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
2024 Q3	$31.3K	Hold	691	–	–	0.01%	276
2024 Q2	$28.4K	Hold	691	–	–	0.01%	269
2024 Q1	$25.9K	Hold	691	–	–	0.01%	278
2023 Q4	$26.5K	Hold	691	–	–	0.01%	305
2023 Q3	$24.6K	Hold	691	–	–	0.01%	296
2023 Q2	$29.7K	Hold	691	–	–	0.01%	290
2023 Q1	$28.4K	Hold	691	–	–	0.01%	278
2022 Q4	$26.8K	Hold	691	–	–	0.01%	277
2022 Q3	$28K	Hold	691	–	–	0.01%	257
2022 Q2	$31K	Hold	691	–	–	0.01%	259
2022 Q1	$39K	Hold	691	–	–	0.01%	257
2021 Q4	$41K	Hold	691	–	–	0.01%	248
2021 Q3	$36K	Hold	691	–	–	0.01%	252
2021 Q2	$33K	Hold	691	–	–	0.01%	270
2021 Q1	$30K	Hold	691	–	–	0.01%	260
2020 Q4	$26K	Hold	691	–	–	0.01%	283
2020 Q3	$22K	Hold	691	–	–	0.01%	301
2020 Q2	$25K	Hold	691	–	–	0.01%	295
2020 Q1	$25K	Hold	691	–	–	0.01%	292
2019 Q4	$32K	Hold	691	–	–	0.01%	298
2019 Q3	$33K	Hold	691	–	–	0.01%	311
2019 Q2	$31K	Hold	691	–	–	0.01%	321
2019 Q1	$31K	Hold	691	–	–	0.01%	324
2018 Q4	$27K	Hold	691	–	–	0.01%	324
2018 Q3	$27K	Hold	691	–	–	0.01%	348
2018 Q2	$25K	Hold	691	–	–	0.01%	350
2018 Q1	$24K	Hold	691	–	–	0.01%	362
2017 Q4	$26K	Hold	691	–	–	0.01%	358
2017 Q3	$26K	Hold	691	–	–	0.01%	359
2017 Q2	$26K	Buy	+691	New	+$26.3K	0.01%	353

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

M&R Capital Management's UDR Position: Q3 2024 in Review

M&R Capital Management held its UDR (UDR) position steady in Q3 2024 at 691 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #276.

M&R Capital Management first reported a position in UDR in Q2 2017 and has held it in 30 quarters since. The position peaked at $41K in Q4 2021. 506 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

M&R Capital Management held 691 shares of UDR worth $31.3K as of Q3 2024.
M&R Capital Management left its UDR share count unchanged in Q3 2024.
UDR made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #276 holding.
M&R Capital Management first reported a position in UDR in Q2 2017 and has held it in 30 quarters since.
M&R Capital Management's UDR position peaked at $41K in Q4 2021.
506 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.