Ninepoint Partners’s UDR UDR Stock Holding History

Ninepoint Partners’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
2023 Q3	–	Sell	-2,945	Closed	-$127K	–	103
2023 Q2	$127K	Sell	2,945 -1,050	-26%	-$43.2K	0.01%	86
2023 Q1	$164K	Sell	3,995 -650	-14%	-$26.9K	0.02%	77
2022 Q4	$180K	Sell	4,645 -212	-4%	-$8.38K	0.02%	75
2022 Q3	$203K	Hold	4,857	–	–	0.03%	64
2022 Q2	$224K	Buy	+4,857	New	+$245K	0.03%	77

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Ninepoint Partners's UDR Position: Q3 2023 in Review

Ninepoint Partners sold out of UDR (UDR) in Q3 2023, closing a stake of 2,945 shares — an estimated $127K sold.

Ninepoint Partners first reported a position in UDR in Q2 2022 and held it in 5 quarters. The position peaked at $224K in Q2 2022. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Ninepoint Partners reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Ninepoint Partners sold 2,945 UDR shares in Q3 2023, an estimated $127K.
Ninepoint Partners first reported a position in UDR in Q2 2022 and held it in 5 quarters.
Ninepoint Partners's UDR position peaked at $224K in Q2 2022.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Ninepoint Partners's 13F filing for Q3 2023, filed 31 Oct 2023.