Wipfli Financial Advisors’s UDR UDR Stock Holding History

Wipfli Financial 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
2022 Q3	$73K	Buy	+1,750	New	+$80.3K	0.01%	889

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Wipfli Financial Advisors's UDR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in UDR (UDR) in Q3 2022: 1,750 shares worth $73K. The stake represents 0.01% of the portfolio and ranks #889 among its holdings.

443 funds tracked by Wall St. Rank hold UDR as of Q3 2022.

Wipfli Financial Advisors held 1,750 shares of UDR worth $73K as of Q3 2022.
UDR was a new Wipfli Financial Advisors position in Q3 2022.
UDR made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #889 holding.
443 funds tracked by Wall St. Rank held UDR as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.