West Tower Group’s UDR UDR Stock Holding History

West Tower Group’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	-145	Closed	-$5.17K	–	763
2023 Q3	$5.17K	Buy	145 +8	+6%	+$319	﹤0.01%	484
2023 Q2	$5.89K	Buy	+137	New	+$5.64K	﹤0.01%	495

Other funds holding UDR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Tower Group's UDR Position: Q4 2023 in Review

West Tower Group sold out of UDR (UDR) in Q4 2023, closing a stake of 145 shares — an estimated $5.17K sold.

West Tower Group first reported a position in UDR in Q2 2023 and held it in 2 quarters. The position peaked at $5.89K in Q2 2023. 461 funds tracked by Wall St. Rank hold UDR as of Q4 2023.

West Tower Group reported no remaining UDR position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 145 UDR shares in Q4 2023, an estimated $5.17K.
West Tower Group first reported a position in UDR in Q2 2023 and held it in 2 quarters.
West Tower Group's UDR position peaked at $5.89K in Q2 2023.
461 funds tracked by Wall St. Rank held UDR as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.