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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
25
shares
|
$1,034
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
23
shares
|
$951
0.0% of portfolio
|
Q3 2023
Reduced 14.81%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
22
shares
|
$910
0.0% of portfolio
|
Q2 2024
Added 29.41%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
22
shares
|
$910
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
18
shares
|
$745
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
15
shares
|
$620
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
14
shares
|
$579
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
14
shares
|
$579
0.0% of portfolio
|
Q4 2023
Reduced 78.46%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
10
shares
|
$413
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
10
shares
|
$413
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
7
shares
|
$289
0.0% of portfolio
|
Q3 2024
Reduced 91.36%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
6
shares
|
$248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
5
shares
|
$206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
4
shares
|
$165
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
4
shares
|
$165
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
3
shares
|
$124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2
shares
|
$82
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$82
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$82
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|