Charles Schwab Investment Management Inc Udr, Inc. Transaction History

Charles Schwab Investment Management Inc

$527 Billion
Q4 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Udr, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 4,367,054 shares of UDR stock, worth $201 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,367,054

Previous 4,272,032 2.22%

Holding current value

$201 Million

Previous $194 Million 2.13%

% of portfolio

0.04%

Previous 0.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$41.3 - $46.33 $3.92 Million - $4.4 Million	95,022 Added 2.22%	4,367,054 $190 Million
Q3 2024 Nov 12, 2024	BUY	$39.96 - $47.13 $4.68 Million - $5.52 Million	117,213 Added 2.82%	4,272,032 $194 Million
Q2 2024 Aug 12, 2024	SELL	$35.27 - $41.16 $88,845 - $103,682	-2,519 Reduced 0.06%	4,154,819 $171 Million
Q1 2024 May 08, 2024	BUY	$34.62 - $38.64 $1.01 Million - $1.12 Million	29,108 Added 0.71%	4,157,338 $156 Million
Q4 2023 Feb 06, 2024	BUY	$31.41 - $38.77 $2.58 Million - $3.18 Million	81,981 Added 2.03%	4,128,230 $158 Million
Q3 2023 Nov 08, 2023	BUY	$35.39 - $43.66 $1.47 Million - $1.81 Million	41,465 Added 1.04%	4,046,249 $144 Million
Q2 2023 Aug 09, 2023	BUY	$39.0 - $43.42 $1.23 Million - $1.36 Million	31,421 Added 0.79%	4,004,784 $172 Million
Q1 2023 May 11, 2023	BUY	$37.62 - $45.02 $5.49 Million - $6.57 Million	145,907 Added 3.81%	3,973,363 $163 Million
Q4 2022 Feb 13, 2023	BUY	$37.56 - $42.39 $5.62 Million - $6.35 Million	149,737 Added 4.07%	3,827,456 $148 Million
Q3 2022 Nov 14, 2022	BUY	$40.55 - $50.39 $5.38 Million - $6.69 Million	132,744 Added 3.74%	3,677,719 $153 Million
Q2 2022 Aug 15, 2022	SELL	$42.32 - $59.57 $404,748 - $569,727	-9,564 Reduced 0.27%	3,544,975 $163 Million
Q1 2022 May 13, 2022	BUY	$53.85 - $60.79 $10.5 Million - $11.9 Million	195,571 Added 5.82%	3,554,539 $204 Million
Q4 2021 Feb 11, 2022	BUY	$52.89 - $59.99 $10.6 Million - $12.1 Million	201,336 Added 6.38%	3,358,968 $202 Million
Q3 2021 Nov 16, 2021	SELL	$49.59 - $55.59 $4.55 Million - $5.1 Million	-91,739 Reduced 2.82%	3,157,632 $167 Million
Q2 2021 Aug 16, 2021	BUY	$43.81 - $50.29 $2.18 Million - $2.5 Million	49,681 Added 1.55%	3,249,371 $159 Million
Q1 2021 May 17, 2021	BUY	$36.79 - $45.6 $4.09 Million - $5.07 Million	111,204 Added 3.6%	3,199,690 $140 Million
Q4 2020 Feb 16, 2021	BUY	$29.6 - $40.68 $328,293 - $451,181	11,091 Added 0.36%	3,088,486 $119 Million
Q3 2020 Nov 13, 2020	BUY	$31.84 - $38.89 $17.4 Million - $21.3 Million	548,021 Added 21.67%	3,077,395 $100 Million
Q2 2020 Aug 14, 2020	SELL	$31.62 - $42.77 $47.9 Million - $64.8 Million	-1,516,091 Reduced 37.48%	2,529,374 $94.5 Million
Q1 2020 May 15, 2020	BUY	$30.04 - $50.93 $8.55 Million - $14.5 Million	284,665 Added 7.57%	4,045,465 $148 Million
Q4 2019 Feb 07, 2020	BUY	$45.71 - $50.36 $4.7 Million - $5.18 Million	102,848 Added 2.81%	3,760,800 $176 Million
Q3 2019 Nov 08, 2019	SELL	$44.8 - $48.93 $15.3 Million - $16.7 Million	-340,975 Reduced 8.53%	3,657,952 $177 Million
Q2 2019 Aug 09, 2019	BUY	$43.51 - $46.74 $9.27 Million - $9.96 Million	213,038 Added 5.63%	3,998,927 $180 Million
Q1 2019 May 14, 2019	BUY	$38.39 - $45.5 $6.95 Million - $8.23 Million	180,936 Added 5.02%	3,785,889 $172 Million
Q4 2018 Feb 14, 2019	BUY	$38.09 - $42.91 $5.16 Million - $5.81 Million	135,454 Added 3.9%	3,604,953 $143 Million
Q3 2018 Nov 13, 2018	BUY	$36.55 - $40.8 $2.97 Million - $3.31 Million	81,247 Added 2.4%	3,469,499 $140 Million
Q2 2018 Aug 08, 2018	SELL	$34.67 - $37.55 $3.27 Million - $3.54 Million	-94,401 Reduced 2.71%	3,388,252 $127 Million
Q1 2018 May 07, 2018	BUY	$32.92 - $38.34 $5.72 Million - $6.66 Million	173,663 Added 5.25%	3,482,653 $124 Million
Q4 2017 Jan 17, 2018	BUY	$37.68 - $40.05 $6.04 Million - $6.42 Million	160,335 Added 5.09%	3,308,990 $127 Million
Q3 2017 Nov 13, 2017	BUY	$37.84 - $39.79 $119 Million - $125 Million	3,148,655	3,148,655 $120 Million

Others Institutions Holding UDR

# of Institutions

537

Shares Held

316M

Call Options Held

26.6K

Put Options Held

29.8K

View Full List

About UDR, Inc.

Ticker UDR
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 325,542,016
Market Cap $15B
Description
UDR, Inc. (NYSE: UDR), an S&P 500 company, is a leading multifamily real estate investment trust with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate communities in targeted U.S. markets. As of September 30, 2020, UD...

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Charles Schwab Investment Management Inc Udr, Inc. Transaction History