Three Peaks Capital Management’s UDR UDR Stock Holding History

Three Peaks Capital 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
2016 Q3	–	Sell	-183,170	Closed	-$6.76M	–	81
2016 Q2	$6.76M	Sell	183,170 -78,311	-30%	-$2.81M	1.17%	37
2016 Q1	$10.1M	Buy	+261,481	New	+$9.35M	1.85%	21

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

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Three Peaks Capital Management's UDR Position: Q3 2016 in Review

Three Peaks Capital Management sold out of UDR (UDR) in Q3 2016, closing a stake of 183,170 shares — an estimated $6.76M sold.

Three Peaks Capital Management first reported a position in UDR in Q1 2016 and held it in 2 quarters. The position peaked at $10.1M in Q1 2016. 337 funds tracked by Wall St. Rank hold UDR as of Q3 2016.

Three Peaks Capital Management reported no remaining UDR position as of Q3 2016 after selling out during the quarter.
Three Peaks Capital Management sold 183,170 UDR shares in Q3 2016, an estimated $6.76M.
Three Peaks Capital Management first reported a position in UDR in Q1 2016 and held it in 2 quarters.
Three Peaks Capital Management's UDR position peaked at $10.1M in Q1 2016.
337 funds tracked by Wall St. Rank held UDR as of Q3 2016.

Based on Three Peaks Capital Management's 13F filing for Q3 2016, filed 2 Nov 2016.