Osborne Partners Capital Management’s UDR UDR Stock Holding History

Osborne Partners 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
2022 Q1	–	Sell	-3,414	Closed	-$205K	–	219
2021 Q4	$205K	Buy	+3,414	New	+$192K	0.02%	216
2021 Q3	–	Sell	-6,632	Closed	-$325K	–	200
2021 Q2	$325K	Sell	6,632 -48,003	-88%	-$2.26M	0.03%	176
2021 Q1	$2.4M	Buy	+54,635	New	+$2.26M	0.22%	100

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

Osborne Partners Capital Management's UDR Position: Q1 2022 in Review

Osborne Partners Capital Management sold out of UDR (UDR) in Q1 2022, closing a stake of 3,414 shares — an estimated $205K sold.

Osborne Partners Capital Management first reported a position in UDR in Q1 2021 and held it in 3 quarters. The position peaked at $2.4M in Q1 2021. 501 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

Osborne Partners Capital Management reported no remaining UDR position as of Q1 2022 after selling out during the quarter.
Osborne Partners Capital Management sold 3,414 UDR shares in Q1 2022, an estimated $205K.
Osborne Partners Capital Management first reported a position in UDR in Q1 2021 and held it in 3 quarters.
Osborne Partners Capital Management's UDR position peaked at $2.4M in Q1 2021.
501 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on Osborne Partners Capital Management's 13F filing for Q1 2022, filed 5 May 2022.