Virtus Fund Advisers’s UDR UDR Stock Holding History

Virtus Fund Advisers’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 Q1	–	Sell	-789	Closed	-$30K	–	742
2015 Q4	$30K	Buy	789 +151	+24%	+$5.42K	﹤0.01%	477
2015 Q3	$22K	Hold	638	–	–	﹤0.01%	492
2015 Q2	$20K	Sell	638 -4,266	-87%	-$140K	﹤0.01%	522
2015 Q1	$167K	Sell	4,904 -449	-8%	-$14.8K	﹤0.01%	420
2014 Q4	$165K	Hold	5,353	–	–	﹤0.01%	456
2014 Q3	$146K	Sell	5,353 -26,242	-83%	-$759K	﹤0.01%	497
2014 Q2	$905K	Buy	+31,595	New	+$851K	0.01%	463

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

BFA

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

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

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

Virtus Fund Advisers's UDR Position: Q1 2016 in Review

Virtus Fund Advisers sold out of UDR (UDR) in Q1 2016, closing a stake of 789 shares — an estimated $30K sold.

Virtus Fund Advisers first reported a position in UDR in Q2 2014 and held it in 7 quarters. The position peaked at $905K in Q2 2014. 343 funds tracked by Wall St. Rank hold UDR as of Q1 2016.

Virtus Fund Advisers reported no remaining UDR position as of Q1 2016 after selling out during the quarter.
Virtus Fund Advisers sold 789 UDR shares in Q1 2016, an estimated $30K.
Virtus Fund Advisers first reported a position in UDR in Q2 2014 and held it in 7 quarters.
Virtus Fund Advisers's UDR position peaked at $905K in Q2 2014.
343 funds tracked by Wall St. Rank held UDR as of Q1 2016.

Based on Virtus Fund Advisers's 13F filing for Q1 2016, filed 11 May 2016.