Institutional Ownership Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR). We have compiled data on the 523 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
908
shares
|
$37,491
0.0% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
875
shares
|
$36,128
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
794
shares
|
$32,784
0.01% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
781
shares
|
$32,247
0.0% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
768
shares
|
$31,710
0.0% of portfolio
|
Q3 2024
Reduced 40.97%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
753
shares
|
$31,091
0.01% of portfolio
|
Q4 2024
Added 1991.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
715
shares
|
$29,522
0.0% of portfolio
|
Q3 2024
Added 132.14%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
691
shares
|
$28,531
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
683
shares
|
$28,201
0.01% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
648
shares
|
$26,755
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
629
shares
|
$25,971
0.0% of portfolio
|
Q3 2024
Reduced 65.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
623
shares
|
$25,723
0.0% of portfolio
|
Q3 2024
Added 47.28%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
608
shares
|
$25,104
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
586
shares
|
$24,195
0.0% of portfolio
|
Q4 2024
Added 26.02%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$20,645
0.0% of portfolio
|
Q2 2021
Reduced 60.94%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
500
shares
|
$20,645
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
473
shares
|
$19,530
0.0% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
455
shares
|
$18,786
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
445
shares
|
$18,374
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
444
shares
|
$18,332
0.02% of portfolio
|
Q2 2022
Reduced 10.12%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
439
shares
|
$18,126
0.0% of portfolio
|
Q2 2024
Added 14.32%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
432
shares
|
$17,837
0.0% of portfolio
|
Q1 2024
Reduced 55.56%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
378
shares
|
$15,607
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
360
shares
|
$14,864
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
351
shares
|
$14,492
0.0% of portfolio
|
Q3 2024
Added 251.0%
|