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Sheaff Brock Investment Advisors’s UDR UDR Stock Holding History

Sheaff Brock Investment Advisors’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
Q4 		– Sell
-27,666
Closed -$987K – 497
2023
Q3 		$987K Hold
27,666
– – 0.09% 165
2023
Q2 		$1.19M Sell
27,666
-20
-0.1% -$823 0.1% 144
2023
Q1 		$1.14M Buy
27,686
+172
+0.6% +$7.11K 0.1% 152
2022
Q4 		$1.07M Buy
27,514
+590
+2% +$23.3K 0.11% 157
2022
Q3 		$1.12M Buy
+26,924
New +$1.24M 0.12% 132

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sheaff Brock Investment Advisors's UDR Position: Q4 2023 in Review

Sheaff Brock Investment Advisors sold out of UDR (UDR) in Q4 2023, closing a stake of 27,666 shares — an estimated $987K sold.

Sheaff Brock Investment Advisors first reported a position in UDR in Q3 2022 and held it in 5 quarters. The position peaked at $1.19M in Q2 2023. 460 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

  • Sheaff Brock Investment Advisors reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 27,666 UDR shares in Q4 2023, an estimated $987K.
  • Sheaff Brock Investment Advisors first reported a position in UDR in Q3 2022 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's UDR position peaked at $1.19M in Q2 2023.
  • 460 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.