SMH
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Sanders Morris Harris’s UDR UDR Stock Holding History

Sanders Morris Harris’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
2016
Q3 		– Sell
-25,155
Closed -$928K – 223
2016
Q2 		$928K Sell
25,155
-22,856
-48% -$819K 0.22% 105
2016
Q1 		$1.85M Buy
+48,011
New +$1.72M 0.32% 70

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Sanders Morris Harris's UDR Position: Q3 2016 in Review

Sanders Morris Harris sold out of UDR (UDR) in Q3 2016, closing a stake of 25,155 shares — an estimated $928K sold.

Sanders Morris Harris first reported a position in UDR in Q1 2016 and held it in 2 quarters. The position peaked at $1.85M in Q1 2016. 337 funds tracked by Wall St. Rank hold UDR as of Q3 2016.

  • Sanders Morris Harris reported no remaining UDR position as of Q3 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 25,155 UDR shares in Q3 2016, an estimated $928K.
  • Sanders Morris Harris first reported a position in UDR in Q1 2016 and held it in 2 quarters.
  • Sanders Morris Harris's UDR position peaked at $1.85M in Q1 2016.
  • 337 funds tracked by Wall St. Rank held UDR as of Q3 2016.

Based on Sanders Morris Harris's 13F filing for Q3 2016, filed 24 Oct 2016.