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Regis Management Company’s UDR UDR Stock Holding History

Regis Management Company’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
Q1 		– Sell
-4,683
Closed -$219K – 70
2019
Q4 		$219K Hold
4,683
– – 0.03% 67
2019
Q3 		$227K Hold
4,683
– – 0.04% 62
2019
Q2 		$210K Sell
4,683
-4,683
-50% -$211K 0.03% 61
2019
Q1 		$426K Buy
+9,366
New +$407K 0.03% 56

Other funds holding UDR

Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regis Management Company's UDR Position: Q1 2020 in Review

Regis Management Company sold out of UDR (UDR) in Q1 2020, closing a stake of 4,683 shares — an estimated $219K sold.

Regis Management Company first reported a position in UDR in Q1 2019 and held it in 4 quarters. The position peaked at $426K in Q1 2019. 391 funds tracked by Wall St. Rank hold UDR as of Q1 2020.

  • Regis Management Company reported no remaining UDR position as of Q1 2020 after selling out during the quarter.
  • Regis Management Company sold 4,683 UDR shares in Q1 2020, an estimated $219K.
  • Regis Management Company first reported a position in UDR in Q1 2019 and held it in 4 quarters.
  • Regis Management Company's UDR position peaked at $426K in Q1 2019.
  • 391 funds tracked by Wall St. Rank held UDR as of Q1 2020.

Based on Regis Management Company's 13F filing for Q1 2020, filed 28 Apr 2020.