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Kissinger Financial Services’s UDR UDR Stock Holding History

Kissinger Financial Services’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 		$925K Buy
23,755
+135
+0.6% +$5.14K 0.92% 36
2017
Q1 		$857K Sell
23,620
-630
-3% -$22.5K 0.88% 37
2016
Q4 		$883K Sell
24,250
-120
-0.5% -$4.11K 0.92% 37
2016
Q3 		$877K Buy
+24,370
New +$888K 0.96% 35

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

Kissinger Financial Services's UDR Position: Q2 2017 in Review

Kissinger Financial Services increased its UDR (UDR) stake by 0.57% in Q2 2017, buying an estimated $5.14K and bringing the position to 23,755 shares worth $925K. The position accounts for 0.92% of the portfolio, ranked #36.

Kissinger Financial Services first reported a position in UDR in Q3 2016 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold UDR as of Q2 2017.

  • Kissinger Financial Services held 23,755 shares of UDR worth $925K as of Q2 2017.
  • Kissinger Financial Services bought 135 UDR shares in Q2 2017, an estimated $5.14K.
  • UDR made up 0.92% of Kissinger Financial Services's portfolio in Q2 2017, its #36 holding.
  • Kissinger Financial Services first reported a position in UDR in Q3 2016 and has held it in 4 quarters since.
  • 361 funds tracked by Wall St. Rank held UDR as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.