Zimmer Partners’s UDR UDR Stock Holding History

Zimmer Partners’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 Q3	–	Sell	-112,500	Closed	-$4.63M	–	185
2024 Q2	$4.63M	Buy	112,500 +87,500	+350%	+$3.37M	0.09%	111
2024 Q1	$935K	Sell	25,000 -28,000	-53%	-$1.03M	0.02%	121
2023 Q4	$2.03M	Sell	53,000 -77,000	-59%	-$2.68M	0.07%	83
2023 Q3	$4.64M	Buy	+130,000	New	+$5.18M	0.12%	78
2022 Q4	–	Sell	-1,987,500	Closed	-$82.9M	–	107
2022 Q3	$82.9M	Buy	1,987,500 +1,637,500	+468%	+$75.1M	1.8%	19
2022 Q2	$16.1M	Buy	+350,000	New	+$17.7M	0.34%	54
2022 Q1	–	Sell	-400,000	Closed	-$24M	–	142
2021 Q4	$24M	Sell	400,000 -3,275,000	-89%	-$184M	0.36%	59
2021 Q3	$195M	Buy	3,675,000 +1,410,451	+62%	+$75.3M	3.06%	9
2021 Q2	$111M	Buy	2,264,549 +820,849	+57%	+$38.6M	1.49%	21
2021 Q1	$63.3M	Sell	1,443,700 -1,856,300	-56%	-$76.8M	0.86%	40
2020 Q4	$127M	Buy	+3,300,000	New	+$120M	1.86%	16
2020 Q3	–	Sell	-2,650,000	Closed	-$99.1M	–	154
2020 Q2	$99.1M	Buy	+2,650,000	New	+$98.9M	1.34%	23
2019 Q3	–	Sell	-2,207,500	Closed	-$99.1M	–	128
2019 Q2	$99.1M	Hold	2,207,500	–	–	1.05%	30
2019 Q1	$100M	Sell	2,207,500 -1,967,500	-47%	-$85.4M	1.2%	25
2018 Q4	$165M	Buy	+4,175,000	New	+$169M	2.28%	10

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

CIM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Zimmer Partners's UDR Position: Q3 2024 in Review

Zimmer Partners sold out of UDR (UDR) in Q3 2024, closing a stake of 112,500 shares — an estimated $4.63M sold.

Zimmer Partners first reported a position in UDR in Q4 2018 and held it in 15 quarters. The position peaked at $195M in Q3 2021. 505 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

Zimmer Partners reported no remaining UDR position as of Q3 2024 after selling out during the quarter.
Zimmer Partners sold 112,500 UDR shares in Q3 2024, an estimated $4.63M.
Zimmer Partners first reported a position in UDR in Q4 2018 and held it in 15 quarters.
Zimmer Partners's UDR position peaked at $195M in Q3 2021.
505 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on Zimmer Partners's 13F filing for Q3 2024, filed 14 Nov 2024.