RA
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Rational Advisors’s UDR UDR Stock Holding History

Rational 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
2020
Q4 		– Sell
-170
Closed -$6K – 576
2020
Q3 		$6K Buy
+170
New +$5.97K ﹤0.01% 354
2020
Q2 		– Sell
-14,151
Closed -$517K – 539
2020
Q1 		$517K Buy
+14,151
New +$640K 0.38% 77
2017
Q2 		– Sell
-19,200
Closed -$696K – 353
2017
Q1 		$696K Buy
+19,200
New +$686K 0.46% 79
2016
Q4 		– Sell
-19,200
Closed -$691K – 308
2016
Q3 		$691K Buy
+19,200
New +$700K 0.45% 91
2015
Q1 		– Sell
-23,750
Closed -$732K – 536
2014
Q4 		$732K Buy
+23,750
New +$712K 0.15% 160
2013
Q4 		$221K Sell
9,485
-3,160
-25% -$75.7K 0.02% 466
2013
Q3 		$300K Sell
12,645
-144
-1% -$3.5K 0.02% 457
2013
Q2 		$326K Buy
+12,789
New +$317K 0.03% 444

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return