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Next Financial Group’s UDR UDR Stock Holding History

Next Financial Group’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
2021
Q4 		$52K Buy
870
+104
+14% +$5.85K ﹤0.01% 1459
2021
Q3 		$41K Buy
766
+560
+272% +$29.9K ﹤0.01% 1501
2021
Q2 		$10K Buy
206
+189
+1,112% +$8.89K ﹤0.01% 2002
2021
Q1 		$1K Sell
17
-14
-45% -$579 ﹤0.01% 2468
2020
Q4 		$1K Buy
+31
New +$1.13K ﹤0.01% 2311
2020
Q2 		– Sell
-148
Closed -$5K – 1821
2020
Q1 		$5K Buy
148
+9
+6% +$407 ﹤0.01% 1725
2019
Q4 		$6K Buy
+139
New +$6.67K ﹤0.01% 1934
2015
Q4 		– Sell
-6
Closed – – 1949
2015
Q3 		$0 Hold
6
– – ﹤0.01% 1962
2015
Q2 		$0 Hold
6
– – ﹤0.01% 1961
2015
Q1 		$0 Hold
6
– – ﹤0.01% 1966
2014
Q4 		$0 Sell
6
-367
-98% -$11K ﹤0.01% 2351
2014
Q3 		$10K Buy
+373
New +$10.8K ﹤0.01% 1765

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Next Financial Group's UDR Position: Q4 2021 in Review

Next Financial Group increased its UDR (UDR) stake by 14% in Q4 2021, buying an estimated $5.85K and bringing the position to 870 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Next Financial Group first reported a position in UDR in Q3 2014 and has held it in 12 quarters since. 468 funds tracked by Wall St. Rank hold UDR as of Q4 2021.

  • Next Financial Group held 870 shares of UDR worth $52K as of Q4 2021.
  • Next Financial Group bought 104 UDR shares in Q4 2021, an estimated $5.85K.
  • UDR made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1459 holding.
  • Next Financial Group first reported a position in UDR in Q3 2014 and has held it in 12 quarters since.
  • 468 funds tracked by Wall St. Rank held UDR as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.