Bailard’s UDR UDR Stock Holding History

Bailard’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 Q1	–	Sell	-3,713	Closed	-$223K	–	812
2021 Q4	$223K	Sell	3,713 -1,122	-23%	-$63.1K	0.01%	653
2021 Q3	$256K	Buy	4,835 +665	+16%	+$35.5K	0.01%	591
2021 Q2	$204K	Buy	+4,170	New	+$196K	0.01%	679
2019 Q4	–	Sell	-4,200	Closed	-$204K	–	610
2019 Q3	$204K	Buy	+4,200	New	+$198K	0.01%	470
2019 Q1	–	Sell	-5,200	Closed	-$206K	–	593
2018 Q4	$206K	Buy	+5,200	New	+$210K	0.01%	469
2015 Q1	–	Sell	-7,700	Closed	-$237K	–	262
2014 Q4	$237K	Hold	7,700	–	–	0.03%	214
2014 Q3	$210K	Hold	7,700	–	–	0.03%	223
2014 Q2	$220K	Buy	+7,700	New	+$207K	0.03%	214
2014 Q1	–	Sell	-17,700	Closed	-$413K	–	250
2013 Q4	$413K	Buy	+17,700	New	+$424K	0.07%	149

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 $5.7T 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

Fidelity Investments

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management

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