RMR Advisors’s UDR UDR Stock Holding History

RMR 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	-62,000	Closed	-$2.02M	–	71
2020 Q3	$2.02M	Hold	62,000	–	–	1.04%	30
2020 Q2	$2.32M	Hold	62,000	–	–	1.02%	32
2020 Q1	$2.27M	Hold	62,000	–	–	1.15%	28
2019 Q4	$2.9M	Hold	62,000	–	–	1%	34
2019 Q3	$3.01M	Buy	62,000 +10,000	+19%	+$471K	1.03%	32
2019 Q2	$2.33M	Hold	52,000	–	–	0.85%	43
2019 Q1	$2.36M	Hold	52,000	–	–	0.86%	43
2018 Q4	$2.06M	Hold	52,000	–	–	0.85%	45
2018 Q3	$2.1M	Hold	52,000	–	–	0.79%	53
2018 Q2	$1.95M	Hold	52,000	–	–	0.73%	58
2018 Q1	$1.85M	Hold	52,000	–	–	0.77%	50
2017 Q4	$2M	Buy	52,000 +13,000	+33%	+$505K	0.76%	48
2017 Q3	$1.48M	Hold	39,000	–	–	0.68%	54
2017 Q2	$1.52M	Hold	39,000	–	–	0.76%	49
2017 Q1	$1.41M	Hold	39,000	–	–	0.64%	60
2016 Q4	$1.42M	Hold	39,000	–	–	0.72%	53
2016 Q3	$1.4M	Hold	39,000	–	–	0.68%	51
2016 Q2	$1.44M	Hold	39,000	–	–	0.69%	52
2016 Q1	$1.5M	Hold	39,000	–	–	0.78%	49
2015 Q4	$1.47M	Hold	39,000	–	–	0.79%	47
2015 Q3	$1.34M	Hold	39,000	–	–	0.76%	46
2015 Q2	$1.25M	Hold	39,000	–	–	0.7%	51
2015 Q1	$1.33M	Hold	39,000	–	–	0.68%	54
2014 Q4	$1.2M	Hold	39,000	–	–	0.64%	54
2014 Q3	$1.06M	Hold	39,000	–	–	0.64%	55
2014 Q2	$1.12M	Hold	39,000	–	–	0.65%	55
2014 Q1	$1.01M	Hold	39,000	–	–	0.63%	58
2013 Q4	$911K	Hold	39,000	–	–	0.62%	60
2013 Q3	$924K	Hold	39,000	–	–	0.63%	56
2013 Q2	$994K	Buy	+39,000	New	+$967K	0.64%	55

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

RMR Advisors's UDR Position: Q4 2020 in Review

RMR Advisors sold out of UDR (UDR) in Q4 2020, closing a stake of 62,000 shares — an estimated $2.02M sold.

RMR Advisors first reported a position in UDR in Q2 2013 and held it in 30 quarters. The position peaked at $3.01M in Q3 2019. 423 funds tracked by Wall St. Rank hold UDR as of Q4 2020.

RMR Advisors reported no remaining UDR position as of Q4 2020 after selling out during the quarter.
RMR Advisors sold 62,000 UDR shares in Q4 2020, an estimated $2.02M.
RMR Advisors first reported a position in UDR in Q2 2013 and held it in 30 quarters.
RMR Advisors's UDR position peaked at $3.01M in Q3 2019.
423 funds tracked by Wall St. Rank held UDR as of Q4 2020.

Based on RMR Advisors's 13F filing for Q4 2020.