Schnieders Capital Management’s UDR UDR Stock Holding History

Schnieders 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
2024 Q1	–	Sell	-5,827	Closed	-$223K	–	215
2023 Q4	$223K	Buy	+5,827	New	+$203K	0.05%	184

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

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

CIM

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Schnieders Capital Management's UDR Position: Q1 2024 in Review

Schnieders Capital Management sold out of UDR (UDR) in Q1 2024, closing a stake of 5,827 shares — an estimated $223K sold.

Schnieders Capital Management first reported a position in UDR in Q4 2023 and held it in 1 quarter. The position peaked at $223K in Q4 2023. 453 funds tracked by Wall St. Rank hold UDR as of Q1 2024.

Schnieders Capital Management reported no remaining UDR position as of Q1 2024 after selling out during the quarter.
Schnieders Capital Management sold 5,827 UDR shares in Q1 2024, an estimated $223K.
Schnieders Capital Management first reported a position in UDR in Q4 2023 and held it in 1 quarter.
Schnieders Capital Management's UDR position peaked at $223K in Q4 2023.
453 funds tracked by Wall St. Rank held UDR as of Q1 2024.

Based on Schnieders Capital Management's 13F filing for Q1 2024, filed 25 Apr 2024.