Pathstone Family Office’s UDR UDR Stock Holding History

Pathstone Family Office’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	$670K	Buy	18,775 +3,396	+22%	+$135K	0.01%	889
2023 Q2	$672K	Buy	15,379 +1,518	+11%	+$62.5K	0.01%	623
2023 Q1	$570K	Sell	13,861 -20,457	-60%	-$845K	0.01%	625
2022 Q4	$1.18M	Buy	34,318 +294	+0.9%	+$11.6K	0.01%	710
2022 Q3	$1.42M	Buy	+34,024	New	+$1.56M	0.01%	564
2021 Q1	–	Sell	-9	Closed	–	–	1305
2020 Q4	$0	Hold	9	–	–	﹤0.01%	1336
2020 Q3	$0	Hold	9	–	–	﹤0.01%	996
2020 Q2	$0	Hold	9	–	–	﹤0.01%	967
2020 Q1	$0	Buy	+9	New	+$407	﹤0.01%	827

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Pathstone Family Office's UDR Position: Q3 2023 in Review

Pathstone Family Office increased its UDR (UDR) stake by 22% in Q3 2023, buying an estimated $135K and bringing the position to 18,775 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #889.

Pathstone Family Office first reported a position in UDR in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.42M in Q3 2022. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Pathstone Family Office held 18,775 shares of UDR worth $670K as of Q3 2023.
Pathstone Family Office bought 3,396 UDR shares in Q3 2023, an estimated $135K.
UDR made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #889 holding.
Pathstone Family Office first reported a position in UDR in Q1 2020 and has held it in 9 quarters since.
Pathstone Family Office's UDR position peaked at $1.42M in Q3 2022.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.