Heritage Wealth Advisors Udr, Inc. Transaction History

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Udr, Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 19,913 shares of UDR stock, worth $670,868. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,913

Previous 19,913 -0.0%

Holding current value

$670,868

Previous $899,000 9.57%

% of portfolio

0.04%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Dec 12, 2024	SELL	$35.27 - $41.16 $11,427 - $13,335	-324 Reduced 1.6%	19,913 $819,000
Q2 2024 Aug 05, 2024	BUY	$35.27 - $41.16 $688,223 - $803,155	19,513 Added 4878.25%	19,913 $819,000
Q1 2024 Dec 12, 2024	BUY	$34.62 - $38.64 $1,350 - $1,506	39 Added 0.19%	20,237 $757,000
Q1 2024 May 08, 2024	SELL	$34.62 - $38.64 $685,406 - $764,994	-19,798 Reduced 98.02%	400 $14,000
Q4 2023 Dec 12, 2024	SELL	$31.41 - $38.77 $1.35 Million - $1.67 Million	-43,130 Reduced 68.11%	20,198 $773,000
Q4 2023 Feb 09, 2024	SELL	$31.41 - $38.77 $1.35 Million - $1.67 Million	-43,130 Reduced 68.11%	20,198 $773,000
Q2 2023 Dec 12, 2024	BUY	$39.0 - $43.42 $1.69 Million - $1.89 Million	43,415 Added 218.02%	63,328 $2.72 Million
Q4 2022 Dec 12, 2024	SELL	$37.56 - $42.39 $4,131 - $4,662	-110 Reduced 0.17%	63,328 $2.45 Million
Q4 2022 Feb 06, 2023	SELL	$37.56 - $42.39 $4,131 - $4,662	-110 Reduced 0.17%	63,328 $2.45 Million
Q3 2022 Dec 12, 2024	BUY	$40.55 - $50.39 $1.76 Million - $2.19 Million	43,525 Added 218.58%	63,438 $2.65 Million
Q3 2022 Nov 10, 2022	SELL	$40.55 - $50.39 $12,570 - $15,620	-310 Reduced 0.49%	63,438 $2.65 Million
Q2 2022 Aug 04, 2022	SELL	$42.32 - $59.57 $1,269 - $1,787	-30 Reduced 0.05%	63,748 $2.94 Million
Q1 2022 May 11, 2022	SELL	$53.85 - $60.79 $206,676 - $233,312	-3,838 Reduced 5.68%	63,778 $3.66 Million
Q4 2021 Feb 02, 2022	SELL	$52.89 - $59.99 $485,477 - $550,648	-9,179 Reduced 11.95%	67,616 $4.06 Million
Q2 2020 Jul 17, 2020	BUY	$31.62 - $42.77 $2.42 Million - $3.27 Million	76,491 Added 25161.51%	76,795 $2.87 Million
Q2 2020 Jul 17, 2020	SELL	$31.62 - $42.77 $2.18 Million - $2.95 Million	-68,866 Reduced 99.56%	304 $2.87 Million
Q1 2020 May 05, 2020	SELL	$30.04 - $50.93 $36,378 - $61,676	-1,211 Reduced 1.72%	69,170 $2.53 Million
Q2 2019 Aug 05, 2019	BUY	$43.51 - $46.74 $2.36 Million - $2.53 Million	54,170 Added 334.16%	70,381 $0
Q1 2019 May 06, 2019	SELL	$38.39 - $45.5 $41,461 - $49,140	-1,080 Reduced 6.25%	16,211 $0
Q3 2018 Nov 14, 2018	BUY	$36.55 - $40.8 $39,474 - $44,064	1,080 Added 6.66%	17,291 $699,000
Q1 2018 May 10, 2018	SELL	$32.92 - $38.34 $9,711 - $11,310	-295 Reduced 1.79%	16,211 $577,000
Q4 2017 Feb 02, 2018	BUY	$37.68 - $40.05 $11,115 - $11,814	295 Added 1.82%	16,506 $635,000
Q3 2017 Nov 07, 2017	BUY	$37.84 - $39.79 $613,424 - $645,035	16,211	16,211 $617,000

Others Institutions Holding UDR

# of Institutions

562

Shares Held

312M

Call Options Held

84.9K

Put Options Held

86.6K

View Full List

About UDR, Inc.

Ticker UDR
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 325,542,016
Market Cap $11B
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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Heritage Wealth Advisors Udr, Inc. Transaction History