Steward Partners Investment Advisory, LLC Udr, Inc. Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Udr, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,737 shares of UDR stock, worth $172,051. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,737

Previous 3,835 2.56%

Holding current value

$172,051

Previous $173,000 6.36%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$41.3 - $46.33 $4,047 - $4,540	-98 Reduced 2.56%	3,737 $162,000
Q3 2024 Nov 14, 2024	BUY	$39.96 - $47.13 $1,358 - $1,602	34 Added 0.89%	3,835 $173,000
Q2 2024 Aug 08, 2024	BUY	$35.27 - $41.16 $493 - $576	14 Added 0.37%	3,801 $156,000
Q1 2024 May 15, 2024	SELL	$34.62 - $38.64 $46,737 - $52,164	-1,350 Reduced 26.28%	3,787 $141,000
Q4 2023 Feb 12, 2024	SELL	$31.41 - $38.77 $10,208 - $12,600	-325 Reduced 5.95%	5,137 $196,000
Q3 2023 Nov 13, 2023	SELL	$35.39 - $43.66 $5,308 - $6,548	-150 Reduced 2.67%	5,462 $194,000
Q2 2023 Aug 14, 2023	SELL	$39.0 - $43.42 $19,500 - $21,710	-500 Reduced 8.18%	5,612 $241,000
Q1 2023 May 15, 2023	SELL	$37.62 - $45.02 $88,933 - $106,427	-2,364 Reduced 27.89%	6,112 $250,000
Q4 2022 Feb 15, 2023	SELL	$37.56 - $42.39 $18,780 - $21,195	-500 Reduced 5.57%	8,476 $328,000
Q3 2022 Nov 10, 2022	BUY	$40.55 - $50.39 $1,013 - $1,259	25 Added 0.28%	8,976 $374,000
Q2 2022 Aug 04, 2022	BUY	$42.32 - $59.57 $7,406 - $10,424	175 Added 1.99%	8,951 $412,000
Q1 2022 May 02, 2022	SELL	$53.85 - $60.79 $80,613 - $91,002	-1,497 Reduced 14.57%	8,776 $503,000
Q4 2021 Feb 08, 2022	BUY	$52.89 - $59.99 $4,812 - $5,459	91 Added 0.89%	10,273 $616,000
Q3 2021 Nov 12, 2021	SELL	$49.59 - $55.59 $75,575 - $84,719	-1,524 Reduced 13.02%	10,182 $539,000
Q2 2021 Aug 13, 2021	SELL	$43.81 - $50.29 $215,501 - $247,376	-4,919 Reduced 29.59%	11,706 $573,000
Q1 2021 May 14, 2021	BUY	$36.79 - $45.6 $301,494 - $373,692	8,195 Added 97.21%	16,625 $729,000
Q4 2020 Feb 11, 2021	BUY	$29.6 - $40.68 $142,080 - $195,264	4,800 Added 132.23%	8,430 $324,000
Q3 2020 Oct 30, 2020	BUY	$31.84 - $38.89 $49,352 - $60,279	1,550 Added 74.52%	3,630 $118,000
Q2 2020 Aug 06, 2020	BUY	$31.62 - $42.77 $65,769 - $88,961	2,080 New	2,080 $78,000
Q4 2018 Jan 15, 2019	SELL	$38.09 - $42.91 $17,826 - $20,081	-468 Closed	0 $0
Q2 2018 Jul 20, 2018	BUY	$34.67 - $37.55 $16,225 - $17,573	468 New	468 $18,000

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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Steward Partners Investment Advisory, LLC Udr, Inc. Transaction History