Bartlett & Co’s UDR UDR Stock Holding History

Bartlett & Co’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
2017 Q1	–	Sell	-432	Closed	-$16K	–	718
2016 Q4	$16K	Hold	432	–	–	﹤0.01%	561
2016 Q3	$16K	Hold	432	–	–	﹤0.01%	564
2016 Q2	$16K	Hold	432	–	–	﹤0.01%	570
2016 Q1	$17K	Hold	432	–	–	﹤0.01%	552
2015 Q4	$16K	Hold	432	–	–	﹤0.01%	571
2015 Q3	$15K	Hold	432	–	–	﹤0.01%	566
2015 Q2	$14K	Hold	432	–	–	﹤0.01%	588
2015 Q1	$15K	Hold	432	–	–	﹤0.01%	580
2014 Q4	$13K	Hold	432	–	–	﹤0.01%	597
2014 Q3	$12K	Hold	432	–	–	﹤0.01%	592
2014 Q2	$12K	Hold	432	–	–	﹤0.01%	608
2014 Q1	$11K	Hold	432	–	–	﹤0.01%	601
2013 Q4	$10K	Hold	432	–	–	﹤0.01%	587
2013 Q3	$10K	Hold	432	–	–	﹤0.01%	589
2013 Q2	$11K	Buy	+432	New	+$10.7K	﹤0.01%	588

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

Fidelity Investments

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

Daiwa Securities Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return