Wilbanks Smith & Thomas Asset Management LLC Udr, Inc. Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$40.55 - $50.39 $196,221 - $243,837	4,839 New	4,839 $202,000
Q2 2022 Aug 03, 2022	SELL	$42.32 - $59.57 $189,551 - $266,814	-4,479 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$53.85 - $60.79 $59,127 - $66,747	1,098 Added 32.48%	4,479 $232,000
Q4 2021 Feb 08, 2022	BUY	$52.89 - $59.99 $178,821 - $202,826	3,381 New	3,381 $203,000
Q3 2021 Nov 04, 2021	SELL	$49.59 - $55.59 $223,650 - $250,710	-4,510 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$43.81 - $50.29 $197,583 - $226,807	4,510 New	4,510 $221,000
Q1 2020 May 06, 2020	SELL	$30.04 - $50.93 $133,107 - $225,670	-4,431 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$45.71 - $50.36 $91 - $100	-2 Reduced 0.05%	4,431 $207,000
Q3 2019 Nov 06, 2019	SELL	$44.8 - $48.93 $4,748 - $5,186	-106 Reduced 2.34%	4,433 $215,000
Q1 2019 May 13, 2019	BUY	$38.39 - $45.5 $174,252 - $206,524	4,539 New	4,539 $0
Q4 2018 Feb 08, 2019	SELL	$38.09 - $42.91 $176,699 - $199,059	-4,639 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$36.55 - $40.8 $111,842 - $124,847	-3,060 Reduced 39.75%	4,639 $188,000
Q2 2018 Aug 08, 2018	BUY	$34.67 - $37.55 $5,893 - $6,383	170 Added 2.26%	7,699 $289,000
Q1 2018 May 15, 2018	BUY	$32.92 - $38.34 $69,625 - $81,089	2,115 Added 39.07%	7,529 $268,000
Q4 2017 Feb 07, 2018	SELL	$37.68 - $40.05 $40,694 - $43,254	-1,080 Reduced 16.63%	5,414 $209,000
Q2 2017 Aug 15, 2017	BUY	N/A	6,494	6,494 $253,000

Others Institutions Holding UDR

# of Institutions

522

Shares Held

284M

Call Options Held

27.6K

Put Options Held

40.8K

Vanguard Group Inc Valley Forge, PA

50.6M
Shares

$2.28 Billion
0.04% of portfolio
Black Rock Inc. New York, NY

31.9M
Shares

$1.44 Billion
0.03% of portfolio
Cohen & Steers, Inc. New York, NY

30.6M
Shares

$1.38 Billion
2.47% of portfolio
State Street Corp Boston, MA

20.8M
Shares

$937 Million
0.04% of portfolio
Centersquare Investment Management LLC Plymouth Meeting, PA

9.3M
Shares

$419 Million
4.07% of portfolio

View Full List

About UDR, Inc.

Ticker UDR
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 325,542,016
Market Cap $14.7B
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

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