Institutional Ownership Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR). We have compiled data on the 544 institutions that hold shares in the stock, with a total of 287 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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
39
shares
|
$1,584
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
39
shares
|
$1,584
0.0% of portfolio
|
Q2 2025
Reduced 53.57%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
38
shares
|
$1,544
0.0% of portfolio
|
Q2 2025
Reduced 57.78%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
36
shares
|
$1,463
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
35
shares
|
$1,422
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$1,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
27
shares
|
$1,097
0.0% of portfolio
|
Q1 2025
Added 92.86%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
25
shares
|
$1,016
0.0% of portfolio
|
Q1 2025
Reduced 97.79%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
23
shares
|
$934
0.0% of portfolio
|
Q3 2023
Reduced 14.81%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
22
shares
|
$894
0.0% of portfolio
|
Q2 2024
Added 29.41%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
17
shares
|
$690
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
16
shares
|
$650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
15
shares
|
$609
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
14
shares
|
$568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
14
shares
|
$568
0.0% of portfolio
|
Q1 2025
Reduced 94.62%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
14
shares
|
$568
0.0% of portfolio
|
Q4 2023
Reduced 78.46%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
14
shares
|
$568
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
13
shares
|
$528
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
11
shares
|
$447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
10
shares
|
$406
0.0% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
10
shares
|
$406
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
10
shares
|
$406
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
8
shares
|
$325
0.0% of portfolio
|
Q1 2025
Reduced 93.16%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
8
shares
|
$325
0.0% of portfolio
|
Q4 2024
New holding
|