Stratton Management’s UDR UDR Stock Holding History

Stratton 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
2015 Q4	$580K	Sell	15,432 -600	-4%	-$21.5K	0.07%	170
2015 Q3	$553K	Sell	16,032 -99,832	-86%	-$3.33M	0.06%	178
2015 Q2	$3.71M	Sell	115,864 -813	-0.7%	-$26.7K	0.16%	154
2015 Q1	$3.97M	Hold	116,677	–	–	0.16%	162
2014 Q4	$3.6M	Buy	116,677 +1,200	+1%	+$36K	0.15%	169
2014 Q3	$3.15M	Sell	115,477 -1,200	-1%	-$34.7K	0.14%	162
2014 Q2	$3.34M	Hold	116,677	–	–	0.14%	169
2014 Q1	$3.01M	Hold	116,677	–	–	0.14%	170
2013 Q4	$2.72M	Sell	116,677 -400	-0.3%	-$9.59K	0.13%	178
2013 Q3	$2.77M	Buy	117,077 +1,600	+1%	+$38.9K	0.14%	173
2013 Q2	$2.94M	Buy	+115,477	New	+$2.86M	0.17%	158

Other funds holding UDR

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BIT

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Stratton Management's UDR Position: Q4 2015 in Review

Stratton Management reduced its UDR (UDR) stake by 3.7% in Q4 2015, selling an estimated $21.5K and leaving 15,432 shares worth $580K. The position accounts for 0.07% of the portfolio, ranked #170.

Stratton Management first reported a position in UDR in Q2 2013 and has held it in 11 quarters since. The position peaked at $3.97M in Q1 2015. 325 funds tracked by Wall St. Rank hold UDR as of Q4 2015.

Stratton Management held 15,432 shares of UDR worth $580K as of Q4 2015.
Stratton Management sold 600 UDR shares in Q4 2015, an estimated $21.5K.
UDR made up 0.07% of Stratton Management's portfolio in Q4 2015, its #170 holding.
Stratton Management first reported a position in UDR in Q2 2013 and has held it in 11 quarters since.
Stratton Management's UDR position peaked at $3.97M in Q1 2015.
325 funds tracked by Wall St. Rank held UDR as of Q4 2015.

Based on Stratton Management's 13F filing for Q4 2015, filed 11 Feb 2016.