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Perennial Investment Partners’s UDR UDR Stock Holding History

Perennial Investment Partners’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
2014
Q4 		– Sell
-90,292
Closed -$2.46M – 56
2014
Q3 		$2.46M Sell
90,292
-60,214
-40% -$1.74M 1.38% 28
2014
Q2 		$4.31M Sell
150,506
-179,718
-54% -$4.84M 1.96% 13
2014
Q1 		$8.53M Buy
330,224
+140,598
+74% +$3.52M 2.44% 11
2013
Q4 		$4.43M Buy
+189,626
New +$4.54M 1.27% 29

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perennial Investment Partners's UDR Position: Q4 2014 in Review

Perennial Investment Partners sold out of UDR (UDR) in Q4 2014, closing a stake of 90,292 shares — an estimated $2.46M sold.

Perennial Investment Partners first reported a position in UDR in Q4 2013 and held it in 4 quarters. The position peaked at $8.53M in Q1 2014. 316 funds tracked by Wall St. Rank hold UDR as of Q4 2014.

  • Perennial Investment Partners reported no remaining UDR position as of Q4 2014 after selling out during the quarter.
  • Perennial Investment Partners sold 90,292 UDR shares in Q4 2014, an estimated $2.46M.
  • Perennial Investment Partners first reported a position in UDR in Q4 2013 and held it in 4 quarters.
  • Perennial Investment Partners's UDR position peaked at $8.53M in Q1 2014.
  • 316 funds tracked by Wall St. Rank held UDR as of Q4 2014.

Based on Perennial Investment Partners's 13F filing for Q4 2014.