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WestEnd Advisors’s UDR UDR Stock Holding History

WestEnd 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
2024
Q4 		– Sell
-2
Closed -$91 – 402
2024
Q3 		$91 Buy
+2
New +$86 ﹤0.01% 373

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WestEnd Advisors's UDR Position: Q4 2024 in Review

WestEnd Advisors sold out of UDR (UDR) in Q4 2024, closing a stake of 2 shares — an estimated $91 sold.

WestEnd Advisors first reported a position in UDR in Q3 2024 and held it in 1 quarter. The position peaked at $91 in Q3 2024. 511 funds tracked by Wall St. Rank hold UDR as of Q4 2024.

  • WestEnd Advisors reported no remaining UDR position as of Q4 2024 after selling out during the quarter.
  • WestEnd Advisors sold 2 UDR shares in Q4 2024, an estimated $91.
  • WestEnd Advisors first reported a position in UDR in Q3 2024 and held it in 1 quarter.
  • WestEnd Advisors's UDR position peaked at $91 in Q3 2024.
  • 511 funds tracked by Wall St. Rank held UDR as of Q4 2024.

Based on WestEnd Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.