Marshall Wace
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Marshall Wace’s UDR UDR Stock Holding History

Marshall Wace’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
Q4 		– Sell
-181,177
Closed -$8.21M – 3018
2024
Q3 		$8.21M Sell
181,177
-338,042
-65% -$14.5M 0.01% 830
2024
Q2 		$21.4M Sell
519,219
-197,225
-28% -$7.6M 0.03% 478
2024
Q1 		$26.8M Buy
716,444
+121,213
+20% +$4.46M 0.04% 419
2023
Q4 		$22.8M Buy
+595,231
New +$20.7M 0.04% 439
2023
Q2 		– Sell
-13,925
Closed -$572K – 2980
2023
Q1 		$572K Buy
+13,925
New +$575K ﹤0.01% 2045
2022
Q4 		– Sell
-98,668
Closed -$4.12M – 3439
2022
Q3 		$4.12M Sell
98,668
-1,189,393
-92% -$54.6M 0.01% 1523
2022
Q2 		$59.3M Buy
1,288,061
+232,124
+22% +$11.7M 0.12% 170
2022
Q1 		$60.6M Buy
+1,055,937
New +$59.9M 0.11% 188
2021
Q2 		– Sell
-35,545
Closed -$1.56M – 3108
2021
Q1 		$1.56M Buy
35,545
+26,795
+306% +$1.11M 0.01% 1444
2020
Q4 		$336K Sell
8,750
-303,759
-97% -$11.1M ﹤0.01% 1620
2020
Q3 		$10.2M Buy
312,509
+53,250
+21% +$1.87M 0.07% 294
2020
Q2 		$9.69M Buy
259,259
+258,497
+33,923% +$9.65M 0.07% 294
2020
Q1 		$28K Sell
762
-70,884
-99% -$3.21M ﹤0.01% 1495
2019
Q4 		$3.35M Buy
+71,646
New +$3.44M 0.02% 660
2019
Q2 		– Sell
-3,462
Closed -$157K – 1854
2019
Q1 		$157K Buy
+3,462
New +$150K ﹤0.01% 1365
2015
Q3 		– Sell
-94,872
Closed -$3.04M – 1068
2015
Q2 		$3.04M Buy
+94,872
New +$3.12M 0.04% 389

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Wace's UDR Position: Q4 2024 in Review

Marshall Wace sold out of UDR (UDR) in Q4 2024, closing a stake of 181,177 shares — an estimated $8.21M sold.

Marshall Wace first reported a position in UDR in Q2 2015 and held it in 16 quarters. The position peaked at $60.6M in Q1 2022. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

  • Marshall Wace reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
  • Marshall Wace sold 181,177 UDR shares in Q4 2024, an estimated $8.21M.
  • Marshall Wace first reported a position in UDR in Q2 2015 and held it in 16 quarters.
  • Marshall Wace's UDR position peaked at $60.6M in Q1 2022.
  • 511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.