Security Capital Research & Management’s UDR UDR Stock Holding History

Security Capital Research & Management’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 Q2	$66.9M	Buy	+1,789,360	New	+$66.8M	2.83%	11
2019 Q2	–	Sell	-37,150	Closed	-$1.69M	–	37
2019 Q1	$1.69M	Buy	+37,150	New	+$1.61M	0.07%	37
2018 Q3	–	Sell	-603,962	Closed	-$22.7M	–	51
2018 Q2	$22.7M	Sell	603,962 -5,550	-0.9%	-$201K	0.8%	33
2018 Q1	$21.7M	Sell	609,512 -338,151	-36%	-$11.9M	0.8%	32
2017 Q4	$36.5M	Sell	947,663 -59,486	-6%	-$2.31M	1.14%	31
2017 Q3	$38.3M	Sell	1,007,149 -83,601	-8%	-$3.24M	1.2%	32
2017 Q2	$42.5M	Buy	1,090,750 +152,162	+16%	+$5.79M	1.36%	30
2017 Q1	$34M	Buy	938,588 +898,961	+2,269%	+$32.1M	1.12%	29
2016 Q4	$1.45M	Sell	39,627 -172	-0.4%	-$5.89K	0.05%	49
2016 Q3	$1.43M	Sell	39,799 -325	-0.8%	-$11.8K	0.05%	52
2016 Q2	$1.48M	Sell	40,124 -923,422	-96%	-$33.1M	0.05%	49
2016 Q1	$37.1M	Sell	963,546 -239,093	-20%	-$8.55M	1.18%	26
2015 Q4	$45.2M	Sell	1,202,639 -192,489	-14%	-$6.91M	1.42%	24
2015 Q3	$48.1M	Sell	1,395,128 -167,733	-11%	-$5.59M	1.58%	25
2015 Q2	$50.1M	Buy	1,562,861 +74,993	+5%	+$2.46M	1.68%	25
2015 Q1	$50.6M	Buy	1,487,868 +629	+0%	+$20.7K	1.82%	19
2014 Q4	$45.8M	Sell	1,487,239 -283,709	-16%	-$8.5M	1.94%	20
2014 Q3	$48.3M	Buy	1,770,948 +56,266	+3%	+$1.63M	1.98%	19
2014 Q2	$49.1M	Sell	1,714,682 -77,006	-4%	-$2.07M	2.02%	18
2014 Q1	$46.3M	Sell	1,791,688 -2,066,919	-54%	-$51.7M	1.88%	21
2013 Q4	$90.1M	Sell	3,858,607 -1,141,920	-23%	-$27.4M	3.55%	9
2013 Q3	$119M	Sell	5,000,527 -379,574	-7%	-$9.24M	3.74%	8
2013 Q2	$137M	Buy	+5,380,101	New	+$133M	4.16%	9

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIM

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

Security Capital Research & Management's UDR Position: Q2 2020 in Review

Security Capital Research & Management opened a new position in UDR (UDR) in Q2 2020: 1,789,360 shares worth $66.9M. The stake represents 2.83% of the portfolio and ranks #11 among its holdings. This is a return to the name: Security Capital Research & Management previously reported a position in UDR as recently as Q1 2019.

Security Capital Research & Management first reported a position in UDR in Q2 2013 and has held it in 23 quarters since. The position peaked at $137M in Q2 2013. 401 funds tracked by Wall St. Rank hold UDR as of Q2 2020.

Security Capital Research & Management held 1,789,360 shares of UDR worth $66.9M as of Q2 2020.
UDR was a new Security Capital Research & Management position in Q2 2020.
UDR made up 2.83% of Security Capital Research & Management's portfolio in Q2 2020, its #11 holding.
Security Capital Research & Management first reported a position in UDR in Q2 2013 and has held it in 23 quarters since.
Security Capital Research & Management's UDR position peaked at $137M in Q2 2013.
401 funds tracked by Wall St. Rank held UDR as of Q2 2020.

Based on Security Capital Research & Management's 13F filing for Q2 2020, filed 14 Aug 2020.