Tiedemann Advisors’s UDR UDR Stock Holding History

Tiedemann 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
2022 Q2	–	Sell	-5,403	Closed	-$310K	–	298
2022 Q1	$310K	Hold	5,403	–	–	0.02%	226
2021 Q4	$324K	Hold	5,403	–	–	0.02%	229
2021 Q3	$286K	Sell	5,403 -88	-2%	-$4.7K	0.02%	243
2021 Q2	$269K	Hold	5,491	–	–	0.01%	298
2021 Q1	$241K	Buy	5,491 +60	+1%	+$2.48K	0.01%	293
2020 Q4	$209K	Buy	+5,431	New	+$198K	0.01%	298
2017 Q2	–	Sell	-5,706	Closed	-$207K	–	454
2017 Q1	$207K	Buy	+5,706	New	+$204K	0.02%	366

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiedemann Advisors's UDR Position: Q2 2022 in Review

Tiedemann Advisors sold out of UDR (UDR) in Q2 2022, closing a stake of 5,403 shares — an estimated $310K sold.

Tiedemann Advisors first reported a position in UDR in Q1 2017 and held it in 7 quarters. The position peaked at $324K in Q4 2021. 456 funds tracked by Wall St. Rank hold UDR as of Q2 2022.

Tiedemann Advisors reported no remaining UDR position as of Q2 2022 after selling out during the quarter.
Tiedemann Advisors sold 5,403 UDR shares in Q2 2022, an estimated $310K.
Tiedemann Advisors first reported a position in UDR in Q1 2017 and held it in 7 quarters.
Tiedemann Advisors's UDR position peaked at $324K in Q4 2021.
456 funds tracked by Wall St. Rank held UDR as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.