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 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

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

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management

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

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