Wexford Capital’s UDR UDR Stock Holding History

Wexford Capital’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 Q3	–	Sell	-7,676	Closed	-$330K	–	250
2023 Q2	$330K	Sell	7,676 -6,468	-46%	-$266K	0.07%	141
2023 Q1	$581K	Sell	14,144 -11,897	-46%	-$491K	0.12%	90
2022 Q4	$1.01M	Buy	26,041 +12,802	+97%	+$506K	0.21%	55
2022 Q3	$552K	Sell	13,239 -13,522	-51%	-$620K	0.17%	76
2022 Q2	$1.23K	Buy	+26,761	New	+$1.35M	0.07%	78
2020 Q3	–	Sell	-2,750	Closed	-$103K	–	267
2020 Q2	$103K	Buy	+2,750	New	+$103K	0.03%	134

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wexford Capital's UDR Position: Q3 2023 in Review

Wexford Capital sold out of UDR (UDR) in Q3 2023, closing a stake of 7,676 shares — an estimated $330K sold.

Wexford Capital first reported a position in UDR in Q2 2020 and held it in 6 quarters. The position peaked at $1.01M in Q4 2022. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Wexford Capital reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Wexford Capital sold 7,676 UDR shares in Q3 2023, an estimated $330K.
Wexford Capital first reported a position in UDR in Q2 2020 and held it in 6 quarters.
Wexford Capital's UDR position peaked at $1.01M in Q4 2022.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Wexford Capital's 13F filing for Q3 2023, filed 14 Nov 2023.