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Virtus Investment Advisers’s UDR UDR Stock Holding History

Virtus Investment 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
2018
Q1 		– Sell
-5,473
Closed -$211K – 408
2017
Q4 		$211K Sell
5,473
-320
-6% -$12.4K 0.02% 395
2017
Q3 		$220K Sell
5,793
-724
-11% -$28.1K 0.02% 399
2017
Q2 		$254K Buy
+6,517
New +$248K 0.02% 401
2016
Q4 		– Sell
-56,959
Closed -$2.05M – 524
2016
Q3 		$2.05M Buy
+56,959
New +$2.08M 0.13% 217

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Virtus Investment Advisers's UDR Position: Q1 2018 in Review

Virtus Investment Advisers sold out of UDR (UDR) in Q1 2018, closing a stake of 5,473 shares — an estimated $211K sold.

Virtus Investment Advisers first reported a position in UDR in Q3 2016 and held it in 4 quarters. The position peaked at $2.05M in Q3 2016. 364 funds tracked by Wall St. Rank hold UDR as of Q1 2018.

  • Virtus Investment Advisers reported no remaining UDR position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 5,473 UDR shares in Q1 2018, an estimated $211K.
  • Virtus Investment Advisers first reported a position in UDR in Q3 2016 and held it in 4 quarters.
  • Virtus Investment Advisers's UDR position peaked at $2.05M in Q3 2016.
  • 364 funds tracked by Wall St. Rank held UDR as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.