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Capstone Asset Management’s UDR UDR Stock Holding History

Capstone Asset Management’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
Q2 		$1.5M Sell
38,465
-50
-0.1% -$1.9K 0.04% 476
2017
Q1 		$1.4M Buy
38,515
+5,710
+17% +$204K 0.04% 499
2016
Q4 		$1.2M Buy
32,805
+5,080
+18% +$174K 0.03% 536
2016
Q3 		$998K Buy
27,725
+2,660
+11% +$96.9K 0.03% 590
2016
Q2 		$925K Buy
25,065
+7,730
+45% +$277K 0.03% 603
2016
Q1 		$668K Sell
17,335
-4,517
-21% -$162K 0.02% 744
2015
Q4 		$821K Buy
21,852
+420
+2% +$15.1K 0.02% 660
2015
Q3 		$739K Buy
21,432
+1,090
+5% +$36.3K 0.02% 677
2015
Q2 		$652K Sell
20,342
-100
-0.5% -$3.29K 0.02% 777
2015
Q1 		$696K Buy
20,442
+1,650
+9% +$54.2K 0.02% 876
2014
Q4 		$579K Buy
18,792
+870
+5% +$26.1K 0.02% 950
2014
Q3 		$488K Buy
17,922
+950
+6% +$27.5K 0.02% 1038
2014
Q2 		$486K Sell
16,972
-3,829
-18% -$103K 0.02% 1089
2014
Q1 		$537K Sell
20,801
-4,610
-18% -$115K 0.02% 1011
2013
Q4 		$593K Sell
25,411
-17,336
-41% -$415K 0.02% 988
2013
Q3 		$1.01M Buy
42,747
+1,662
+4% +$40.5K 0.02% 758
2013
Q2 		$1.05M Buy
+41,085
New +$1.02M 0.03% 678

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
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
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capstone Asset Management's UDR Position: Q2 2017 in Review

Capstone Asset Management reduced its UDR (UDR) stake by 0.13% in Q2 2017, selling an estimated $1.9K and leaving 38,465 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #476.

Capstone Asset Management first reported a position in UDR in Q2 2013 and has held it in 17 quarters since. 361 funds tracked by Wall St. Rank hold UDR as of Q2 2017.

  • Capstone Asset Management held 38,465 shares of UDR worth $1.5M as of Q2 2017.
  • Capstone Asset Management sold 50 UDR shares in Q2 2017, an estimated $1.9K.
  • UDR made up 0.04% of Capstone Asset Management's portfolio in Q2 2017, its #476 holding.
  • Capstone Asset Management first reported a position in UDR in Q2 2013 and has held it in 17 quarters since.
  • 361 funds tracked by Wall St. Rank held UDR as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.