Wetherby Asset Management Inc Udr, Inc. Transaction History

Wetherby Asset Management Inc

$2.13 Billion
Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Udr, Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 6,728 shares of UDR stock, worth $289,236. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,728

Previous 6,761 0.49%

Holding current value

$289,236

Previous $278,000 9.71%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$39.96 - $47.13 $1,318 - $1,555	-33 Reduced 0.49%	6,728 $305,000
Q2 2024 Aug 14, 2024	SELL	$35.27 - $41.16 $2,997 - $3,498	-85 Reduced 1.24%	6,761 $278,000
Q1 2024 May 15, 2024	SELL	$34.62 - $38.64 $7,616 - $8,500	-220 Reduced 3.11%	6,846 $256,000
Q4 2023 Feb 14, 2024	BUY	$31.41 - $38.77 $21,892 - $27,022	697 Added 10.94%	7,066 $270,000
Q3 2023 Nov 14, 2023	SELL	$35.39 - $43.66 $44,166 - $54,487	-1,248 Reduced 16.38%	6,369 $227,000
Q2 2023 Aug 14, 2023	BUY	$39.0 - $43.42 $2,379 - $2,648	61 Added 0.81%	7,617 $327,000
Q1 2023 May 12, 2023	BUY	$37.62 - $45.02 $8,577 - $10,264	228 Added 3.11%	7,556 $310,000
Q4 2022 Feb 14, 2023	BUY	$37.56 - $42.39 $23,888 - $26,960	636 Added 9.5%	7,328 $283,000
Q3 2022 Nov 14, 2022	BUY	$40.55 - $50.39 $8,434 - $10,481	208 Added 3.21%	6,692 $279,000
Q2 2022 Aug 15, 2022	SELL	$42.32 - $59.57 $2,158 - $3,038	-51 Reduced 0.78%	6,484 $299,000
Q1 2022 May 16, 2022	BUY	$53.85 - $60.79 $5,654 - $6,382	105 Added 1.63%	6,535 $375,000
Q4 2021 Feb 14, 2022	BUY	$52.89 - $59.99 $6,558 - $7,438	124 Added 1.97%	6,430 $386,000
Q3 2021 Nov 15, 2021	BUY	$49.59 - $55.59 $1,438 - $1,612	29 Added 0.46%	6,306 $334,000
Q2 2021 Aug 16, 2021	SELL	$43.81 - $50.29 $2,015 - $2,313	-46 Reduced 0.73%	6,277 $307,000
Q1 2021 May 14, 2021	SELL	$36.79 - $45.6 $882 - $1,094	-24 Reduced 0.38%	6,323 $277,000
Q4 2020 Feb 11, 2021	BUY	$29.6 - $40.68 $186,983 - $256,975	6,317 Added 21056.67%	6,347 $244,000
Q3 2020 Dec 16, 2020	SELL	$31.84 - $38.89 $2,292 - $2,800	-72 Reduced 1.14%	6,244 $204,000
Q3 2020 Dec 16, 2020	SELL	$31.84 - $38.89 $197,853 - $241,662	-6,214 Reduced 99.52%	30 $1,000
Q3 2020 Nov 13, 2020	SELL	$31.84 - $38.89 $25,758 - $31,462	-809 Reduced 11.35%	6,316 $206,000
Q2 2020 Aug 14, 2020	SELL	$31.62 - $42.77 $49,169 - $66,507	-1,555 Reduced 17.91%	7,125 $266,000
Q1 2020 May 06, 2020	BUY	$30.04 - $50.93 $123,945 - $210,137	4,126 Added 90.6%	8,680 $317,000
Q4 2019 Jan 28, 2020	BUY	$45.71 - $50.36 $10,147 - $11,179	222 Added 5.12%	4,554 $213,000
Q3 2019 Oct 31, 2019	BUY	$44.8 - $48.93 $194,073 - $211,964	4,332 New	4,332 $210,000

Others Institutions Holding UDR

# of Institutions

532

Shares Held

282M

Call Options Held

27.6K

Put Options Held

40.8K

View Full List

About UDR, Inc.

Ticker UDR
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 325,542,016
Market Cap $14B
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...

More about UDR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Account

Wetherby Asset Management Inc Udr, Inc. Transaction History