Semper Trust’s UDR UDR Stock Holding History

Semper Trust’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
2015 Q2	$223K	Hold	6,960	–	–	0.1%	144
2015 Q1	$237K	Sell	6,960 -3,000	-30%	-$98.6K	0.1%	145
2014 Q4	$307K	Hold	9,960	–	–	0.12%	136
2014 Q3	$271K	Buy	9,960 +2,400	+32%	+$69.4K	0.13%	135
2014 Q2	$216K	Buy	+7,560	New	+$204K	0.08%	149

Other funds holding UDR

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

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

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Semper Trust's UDR Position: Q2 2015 in Review

Semper Trust held its UDR (UDR) position steady in Q2 2015 at 6,960 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #144.

Semper Trust first reported a position in UDR in Q2 2014 and has held it in 5 quarters since. The position peaked at $307K in Q4 2014. 322 funds tracked by Wall St. Rank hold UDR as of Q2 2015.

Semper Trust held 6,960 shares of UDR worth $223K as of Q2 2015.
Semper Trust left its UDR share count unchanged in Q2 2015.
UDR made up 0.1% of Semper Trust's portfolio in Q2 2015, its #144 holding.
Semper Trust first reported a position in UDR in Q2 2014 and has held it in 5 quarters since.
Semper Trust's UDR position peaked at $307K in Q4 2014.
322 funds tracked by Wall St. Rank held UDR as of Q2 2015.

Based on Semper Trust's 13F filing for Q2 2015, filed 10 Aug 2015.