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Makena Capital Management’s UDR UDR Stock Holding History

Makena 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
Q2 		– Sell
-261,915
Closed -$9.8M – 52
2024
Q1 		$9.8M Buy
261,915
+3,019
+1% +$111K 2.28% 24
2023
Q4 		$9.91M Buy
258,896
+6,275
+2% +$218K 2.25% 23
2023
Q3 		$9.01M Buy
252,621
+3,950
+2% +$157K 1.93% 30
2023
Q2 		$10.7M Sell
248,671
-24,571
-9% -$1.01M 2.04% 16
2023
Q1 		$11.2M Sell
273,242
-23,223
-8% -$959K 2.13% 15
2022
Q4 		$11.5M Buy
+296,465
New +$11.7M 2.16% 12

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Makena Capital Management's UDR Position: Q2 2024 in Review

Makena Capital Management sold out of UDR (UDR) in Q2 2024, closing a stake of 261,915 shares — an estimated $9.8M sold.

Makena Capital Management first reported a position in UDR in Q4 2022 and held it in 6 quarters. The position peaked at $11.5M in Q4 2022. 481 funds tracked by Wall St. Rank hold UDR as of Q2 2024.

  • Makena Capital Management reported no remaining UDR position as of Q2 2024 after selling out during the quarter.
  • Makena Capital Management sold 261,915 UDR shares in Q2 2024, an estimated $9.8M.
  • Makena Capital Management first reported a position in UDR in Q4 2022 and held it in 6 quarters.
  • Makena Capital Management's UDR position peaked at $11.5M in Q4 2022.
  • 481 funds tracked by Wall St. Rank held UDR as of Q2 2024.

Based on Makena Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.