Windsor Creek Advisors’s UDR UDR Stock Holding History

Windsor Creek 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
2021 Q2	–	Sell	-7,000	Closed	-$307K	–	204
2021 Q1	$307K	Sell	7,000 -8,525	-55%	-$353K	0.08%	144
2020 Q4	$597K	Buy	15,525 +2,821	+22%	+$103K	0.15%	120
2020 Q3	$414K	Buy	+12,704	New	+$446K	0.12%	122

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

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Windsor Creek Advisors's UDR Position: Q2 2021 in Review

Windsor Creek Advisors sold out of UDR (UDR) in Q2 2021, closing a stake of 7,000 shares — an estimated $307K sold.

Windsor Creek Advisors first reported a position in UDR in Q3 2020 and held it in 3 quarters. The position peaked at $597K in Q4 2020. 432 funds tracked by Wall St. Rank hold UDR as of Q2 2021.

Windsor Creek Advisors reported no remaining UDR position as of Q2 2021 after selling out during the quarter.
Windsor Creek Advisors sold 7,000 UDR shares in Q2 2021, an estimated $307K.
Windsor Creek Advisors first reported a position in UDR in Q3 2020 and held it in 3 quarters.
Windsor Creek Advisors's UDR position peaked at $597K in Q4 2020.
432 funds tracked by Wall St. Rank held UDR as of Q2 2021.

Based on Windsor Creek Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.