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Perpetual Ltd’s UDR UDR Stock Holding History

Perpetual Ltd’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
2024
Q4 		– Sell
-36,130
Closed -$1.64M – 457
2024
Q3 		$1.64M Sell
36,130
-15,380
-30% -$659K 0.02% 215
2024
Q2 		$2.12M Buy
51,510
+1,050
+2% +$40.5K 0.02% 211
2024
Q1 		$1.89M Sell
50,460
-2,580
-5% -$94.9K 0.02% 222
2023
Q4 		$2.03M Sell
53,040
-2,140
-4% -$74.4K 0.02% 203
2023
Q3 		$1.97M Buy
55,180
+3,330
+6% +$133K 0.02% 214
2023
Q2 		$2.23M Buy
51,850
+6,870
+15% +$283K 0.02% 231
2023
Q1 		$1.85M Buy
+44,980
New +$1.86M 0.02% 250
2015
Q3 		– Sell
-9,287
Closed -$297K – 187
2015
Q2 		$297K Hold
9,287
– – 0.03% 158
2015
Q1 		$316K Sell
9,287
-1,400
-13% -$46K 0.04% 158
2014
Q4 		$329K Sell
10,687
-767
-7% -$23K 0.04% 181
2014
Q3 		$312K Sell
11,454
-47
-0.4% -$1.36K 0.03% 167
2014
Q2 		$329K Buy
11,501
+1,739
+18% +$46.8K 0.03% 186
2014
Q1 		$252K Sell
9,762
-1,420
-13% -$35.5K 0.04% 168
2013
Q4 		$261K Sell
11,182
-647
-5% -$15.5K 0.03% 187
2013
Q3 		$280K Buy
+11,829
New +$288K 0.04% 182

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perpetual Ltd's UDR Position: Q4 2024 in Review

Perpetual Ltd sold out of UDR (UDR) in Q4 2024, closing a stake of 36,130 shares — an estimated $1.64M sold.

Perpetual Ltd first reported a position in UDR in Q3 2013 and held it in 15 quarters. The position peaked at $2.23M in Q2 2023. 513 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

  • Perpetual Ltd reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
  • Perpetual Ltd sold 36,130 UDR shares in Q4 2024, an estimated $1.64M.
  • Perpetual Ltd first reported a position in UDR in Q3 2013 and held it in 15 quarters.
  • Perpetual Ltd's UDR position peaked at $2.23M in Q2 2023.
  • 513 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on Perpetual Ltd's 13F filing for Q4 2024, filed 17 Jan 2025.