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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

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

BFA

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Joel Isaacson & Co's UDR Position: Q4 2016 in Review

Joel Isaacson & Co sold out of UDR (UDR) in Q4 2016, closing a stake of 672 shares — an estimated $24K sold.

Joel Isaacson & Co first reported a position in UDR in Q4 2013 and held it in 12 quarters. The position peaked at $26K in Q1 2016. 347 funds tracked by Wall St. Rank hold UDR as of Q4 2016.

Joel Isaacson & Co reported no remaining UDR position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 672 UDR shares in Q4 2016, an estimated $24K.
Joel Isaacson & Co first reported a position in UDR in Q4 2013 and held it in 12 quarters.
Joel Isaacson & Co's UDR position peaked at $26K in Q1 2016.
347 funds tracked by Wall St. Rank held UDR as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.