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 $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bailard's UDR Position: Q1 2022 in Review

Bailard sold out of UDR (UDR) in Q1 2022, closing a stake of 3,713 shares — an estimated $223K sold.

Bailard first reported a position in UDR in Q4 2013 and held it in 9 quarters. The position peaked at $413K in Q4 2013. 501 funds tracked by Wall St. Rank hold UDR as of Q1 2022.

Bailard reported no remaining UDR position as of Q1 2022 after selling out during the quarter.
Bailard sold 3,713 UDR shares in Q1 2022, an estimated $223K.
Bailard first reported a position in UDR in Q4 2013 and held it in 9 quarters.
Bailard's UDR position peaked at $413K in Q4 2013.
501 funds tracked by Wall St. Rank held UDR as of Q1 2022.

Based on Bailard's 13F filing for Q1 2022, filed 25 Apr 2022.