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 -3,298	-19%	-$136K	0.01%	625
2022 Q4	$516K	Buy	17,159 +1,520	+10%	+$60K	0.01%	705
2022 Q3	$653K	Buy	+15,639	New	+$718K	0.01%	545
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 $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 $3.38T AUM 44.17% 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

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 $672K in Q2 2023. 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 $672K in Q2 2023.
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.