Joel Isaacson & Co’s UDR UDR Stock Holding History

Joel Isaacson & 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
2016 Q4	–	Sell	-672	Closed	-$24K	–	705
2016 Q3	$24K	Hold	672	–	–	﹤0.01%	440
2016 Q2	$25K	Hold	672	–	–	0.01%	437
2016 Q1	$26K	Hold	672	–	–	0.01%	444
2015 Q4	$25K	Hold	672	–	–	0.01%	439
2015 Q3	$23K	Hold	672	–	–	0.01%	458
2015 Q2	$22K	Hold	672	–	–	0.01%	488
2015 Q1	$23K	Buy	672 +272	+68%	+$8.94K	0.01%	470
2014 Q4	$12K	Hold	400	–	–	﹤0.01%	490
2014 Q3	$11K	Hold	400	–	–	﹤0.01%	479
2014 Q2	$11K	Hold	400	–	–	﹤0.01%	467
2014 Q1	$10K	Hold	400	–	–	﹤0.01%	473
2013 Q4	$9K	Buy	+400	New	+$9.59K	﹤0.01%	438

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

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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