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Merit Investment Management’s UDR UDR Stock Holding History

Merit Investment 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
2013
Q4 		– Sell
-78,833
Closed -$1.89M – 52
2013
Q3 		$1.89M Sell
78,833
-38,400
-33% -$935K 2.27% 21
2013
Q2 		$2.99M Buy
+117,233
New +$2.91M 2.7% 17

Other funds holding UDR

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Merit Investment Management's UDR Position: Q4 2013 in Review

Merit Investment Management sold out of UDR (UDR) in Q4 2013, closing a stake of 78,833 shares — an estimated $1.89M sold.

Merit Investment Management first reported a position in UDR in Q2 2013 and held it in 2 quarters. The position peaked at $2.99M in Q2 2013. 277 funds tracked by Wall St. Rank hold UDR as of Q4 2013.

  • Merit Investment Management reported no remaining UDR position as of Q4 2013 after selling out during the quarter.
  • Merit Investment Management sold 78,833 UDR shares in Q4 2013, an estimated $1.89M.
  • Merit Investment Management first reported a position in UDR in Q2 2013 and held it in 2 quarters.
  • Merit Investment Management's UDR position peaked at $2.99M in Q2 2013.
  • 277 funds tracked by Wall St. Rank held UDR as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.