Virtus ETF Advisers’s UDR UDR Stock Holding History

Virtus ETF Advisers’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 Q1	–	Sell	-10,174	Closed	-$394K	–	494
2022 Q4	$394K	Sell	10,174 -24,203	-70%	-$956K	0.21%	193
2022 Q3	$1.43M	Buy	34,377 +2,615	+8%	+$120K	0.57%	35
2022 Q2	$1.46M	Buy	31,762 +4,594	+17%	+$232K	0.54%	55
2022 Q1	$1.56M	Sell	27,168 -9,523	-26%	-$541K	0.7%	61
2021 Q4	$2.2M	Buy	36,691 +4,604	+14%	+$259K	0.83%	24
2021 Q3	$1.7M	Sell	32,087 -1,179	-4%	-$63K	0.75%	9
2021 Q2	$1.63M	Sell	33,266 -3,123	-9%	-$147K	0.67%	31
2021 Q1	$1.6M	Buy	+36,389	New	+$1.51M	0.67%	26

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

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

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

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

Virtus ETF Advisers's UDR Position: Q1 2023 in Review

Virtus ETF Advisers sold out of UDR (UDR) in Q1 2023, closing a stake of 10,174 shares — an estimated $394K sold.

Virtus ETF Advisers first reported a position in UDR in Q1 2021 and held it in 8 quarters. The position peaked at $2.2M in Q4 2021. 437 funds tracked by Wall St. Rank hold UDR as of Q1 2023.

Virtus ETF Advisers reported no remaining UDR position as of Q1 2023 after selling out during the quarter.
Virtus ETF Advisers sold 10,174 UDR shares in Q1 2023, an estimated $394K.
Virtus ETF Advisers first reported a position in UDR in Q1 2021 and held it in 8 quarters.
Virtus ETF Advisers's UDR position peaked at $2.2M in Q4 2021.
437 funds tracked by Wall St. Rank held UDR as of Q1 2023.

Based on Virtus ETF Advisers's 13F filing for Q1 2023, filed 15 May 2023.