WA
UDR icon

WFG Advisors’s UDR UDR Stock Holding History

WFG Advisors’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
Q2 		– Sell
-110,713
Closed -$4.27M – 1694
2016
Q1 		$4.27M Hold
110,713
– – 1.23% 11
2015
Q4 		$4.16M Hold
110,713
– – 1.24% 13
2015
Q3 		$3.82M Hold
110,713
– – 1.19% 10
2015
Q2 		$3.55M Hold
110,713
– – 0.98% 15
2015
Q1 		$3.77M Hold
110,713
– – 1.05% 12
2014
Q4 		$3.41M Hold
110,713
– – 0.69% 16
2014
Q3 		$3.02M Hold
110,713
– – 0.57% 23
2014
Q2 		$3.17M Hold
110,713
– – 0.59% 20
2014
Q1 		$2.86M Hold
110,713
– – 0.58% 23
2013
Q4 		$2.58M Hold
110,713
– – 0.37% 51
2013
Q3 		$2.62M Hold
110,713
– – 0.41% 52
2013
Q2 		$2.82M Buy
+110,713
New +$2.74M 0.47% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return