Institutional Ownership Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR). We have compiled data on the 527 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 $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
90
shares
|
$3,725
0.0% of portfolio
|
Q2 2023
Added 309.09%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
74
shares
|
$3,062
0.0% of portfolio
|
Q1 2024
Added 5.71%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
74
shares
|
$3,062
0.0% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
74
shares
|
$3,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
70
shares
|
$2,897
0.0% of portfolio
|
Q3 2020
Reduced 22.22%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
68
shares
|
$2,814
0.0% of portfolio
|
Q4 2024
Reduced 39.82%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
68
shares
|
$2,814
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
63
shares
|
$2,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
63
shares
|
$2,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
61
shares
|
$2,524
0.0% of portfolio
|
Q2 2024
Added 306.67%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
58
shares
|
$2,400
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
56
shares
|
$2,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
51
shares
|
$2,110
0.0% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
50
shares
|
$2,069
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46
shares
|
$1,903
0.0% of portfolio
|
Q4 2017
Added 4247.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
45
shares
|
$1,862
0.0% of portfolio
|
Q1 2024
Reduced 73.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
45
shares
|
$1,862
0.0% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
44
shares
|
$1,821
0.0% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
43
shares
|
$1,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
41
shares
|
$1,696
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
40
shares
|
$1,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
40
shares
|
$1,655
0.0% of portfolio
|
Q4 2021
Reduced 16.67%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
39
shares
|
$1,614
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$1,241
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
28
shares
|
$1,158
0.0% of portfolio
|
Q1 2024
Added 33.33%
|