Realta Investment Advisors’s UDR UDR Stock Holding History

Realta Investment 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
2019 Q4	–	Sell	-400	Closed	-$19K	–	1686
2019 Q3	$19K	Hold	400	–	–	0.01%	938
2019 Q2	$18K	Hold	400	–	–	0.01%	975
2019 Q1	$18K	Buy	+400	New	+$17.4K	0.01%	787

Other funds holding UDR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Realta Investment Advisors's UDR Position: Q4 2019 in Review

Realta Investment Advisors sold out of UDR (UDR) in Q4 2019, closing a stake of 400 shares — an estimated $19K sold.

Realta Investment Advisors first reported a position in UDR in Q1 2019 and held it in 3 quarters. The position peaked at $19K in Q3 2019. 432 funds tracked by Wall St. Rank hold UDR as of Q4 2019.

Realta Investment Advisors reported no remaining UDR position as of Q4 2019 after selling out during the quarter.
Realta Investment Advisors sold 400 UDR shares in Q4 2019, an estimated $19K.
Realta Investment Advisors first reported a position in UDR in Q1 2019 and held it in 3 quarters.
Realta Investment Advisors's UDR position peaked at $19K in Q3 2019.
432 funds tracked by Wall St. Rank held UDR as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.