OFI Advisors’s UDR UDR Stock Holding History

OFI Advisors’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
2015 Q3	$156K	Sell	4,527 -161	-3%	-$5.37K	0.01%	1316
2015 Q2	$150K	Buy	4,688 +431	+10%	+$14.2K	0.01%	1363
2015 Q1	$145K	Sell	4,257 -762	-15%	-$25.1K	0.01%	1376
2014 Q4	$155K	Buy	5,019 +227	+5%	+$6.8K	0.01%	1332
2014 Q3	$131K	Buy	4,792 +189	+4%	+$5.47K	0.01%	1350
2014 Q2	$132K	Buy	4,603 +169	+4%	+$4.55K	0.01%	1357
2014 Q1	$115K	Buy	4,434 +269	+6%	+$6.73K	0.01%	1377
2013 Q4	$97K	Buy	4,165 +686	+20%	+$16.4K	0.01%	1425
2013 Q3	$82K	Buy	3,479 +192	+6%	+$4.67K	0.01%	1412
2013 Q2	$84K	Buy	+3,287	New	+$81.5K	0.01%	1344

Other funds holding UDR

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CIMLRA

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

OFI Advisors's UDR Position: Q3 2015 in Review

OFI Advisors reduced its UDR (UDR) stake by 3.4% in Q3 2015, selling an estimated $5.37K and leaving 4,527 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #1316.

OFI Advisors first reported a position in UDR in Q2 2013 and has held it in 10 quarters since. 314 funds tracked by Wall St. Rank hold UDR as of Q3 2015.

OFI Advisors held 4,527 shares of UDR worth $156K as of Q3 2015.
OFI Advisors sold 161 UDR shares in Q3 2015, an estimated $5.37K.
UDR made up 0.01% of OFI Advisors's portfolio in Q3 2015, its #1316 holding.
OFI Advisors first reported a position in UDR in Q2 2013 and has held it in 10 quarters since.
314 funds tracked by Wall St. Rank held UDR as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.