GF
UDR icon

Gerstein Fisher’s UDR UDR Stock Holding History

Gerstein Fisher’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
2016
Q3 		$532K Sell
14,772
-436
-3% -$15.9K 0.07% 240
2016
Q2 		$561K Buy
15,208
+388
+3% +$13.9K 0.07% 221
2016
Q1 		$571K Buy
14,820
+48
+0.3% +$1.72K 0.08% 205
2015
Q4 		$555K Hold
14,772
– – 0.08% 209
2015
Q3 		$509K Sell
14,772
-59
-0.4% -$1.97K 0.08% 228
2015
Q2 		$475K Sell
14,831
-240
-2% -$7.88K 0.08% 246
2015
Q1 		$513K Sell
15,071
-108
-0.7% -$3.55K 0.08% 227
2014
Q4 		$476K Sell
15,179
-118
-0.8% -$3.54K 0.08% 228
2014
Q3 		$417K Buy
+15,297
New +$443K 0.07% 231

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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

Gerstein Fisher's UDR Position: Q3 2016 in Review

Gerstein Fisher reduced its UDR (UDR) stake by 2.9% in Q3 2016, selling an estimated $15.9K and leaving 14,772 shares worth $532K. The position accounts for 0.07% of the portfolio, ranked #240.

Gerstein Fisher first reported a position in UDR in Q3 2014 and has held it in 9 quarters since. The position peaked at $571K in Q1 2016. 337 funds tracked by Wall St. Rank hold UDR as of Q3 2016.

  • Gerstein Fisher held 14,772 shares of UDR worth $532K as of Q3 2016.
  • Gerstein Fisher sold 436 UDR shares in Q3 2016, an estimated $15.9K.
  • UDR made up 0.07% of Gerstein Fisher's portfolio in Q3 2016, its #240 holding.
  • Gerstein Fisher first reported a position in UDR in Q3 2014 and has held it in 9 quarters since.
  • Gerstein Fisher's UDR position peaked at $571K in Q1 2016.
  • 337 funds tracked by Wall St. Rank held UDR as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.