Marcum Wealth’s UDR UDR Stock Holding History

Marcum Wealth’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 Q1	–	Sell	-3,926	Closed	-$236K	–	407
2021 Q4	$236K	Sell	3,926 -7	-0.2%	-$394	0.03%	297
2021 Q3	$208K	Buy	+3,933	New	+$210K	0.03%	302

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marcum Wealth's UDR Position: Q1 2022 in Review

Marcum Wealth sold out of UDR (UDR) in Q1 2022, closing a stake of 3,926 shares — an estimated $236K sold.

Marcum Wealth first reported a position in UDR in Q3 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 501 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

Marcum Wealth reported no remaining UDR position as of Q1 2022 after selling out during the quarter.
Marcum Wealth sold 3,926 UDR shares in Q1 2022, an estimated $236K.
Marcum Wealth first reported a position in UDR in Q3 2021 and held it in 2 quarters.
Marcum Wealth's UDR position peaked at $236K in Q4 2021.
501 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on Marcum Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.