Purchases and Sales Made in Q1 2025 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q1 2025. The information is specifically focused on institutions that hold shares of UDR, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
207+ 5.01% |
$8.3K - $9.53K
|
4.34K
$177K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
200New |
$8.02K - $9.21K
|
200
$8.16K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.25% |
$8.02K - $9.21K
|
81.6K
$3.33M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
197+ 26.16% |
$7.9K - $9.07K
|
950
$38.8K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
183+ 522.86% |
$7.34K - $8.43K
|
218
$8.89K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
181+ 4.91% |
$7.26K - $8.33K
|
3.87K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
181+ 0.22% |
$7.26K - $8.33K
|
81.1K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
180New |
$7.22K - $8.29K
|
180
$7.34K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
151+ 50.17% |
$6.05K - $6.95K
|
452
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
145+ 2.01% |
$5.81K - $6.68K
|
7.37K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
144New |
$5.77K - $6.63K
|
144
$5.88K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
123New |
$4.93K - $5.66K
|
123
$5.02K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.47% |
$4.81K - $5.52K
|
25.9K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
117+ 88.64% |
$4.69K - $5.39K
|
249
$10.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
100+ 769.23% |
$4.01K - $4.6K
|
113
$4.61K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
79+ 2.37% |
$3.17K - $3.64K
|
3.41K
$139K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
77+ 1.0% |
$3.09K - $3.55K
|
7.75K
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
76+ 0.26% |
$3.05K - $3.5K
|
29.5K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
71+ 7.04% |
$2.85K - $3.27K
|
1.08K
$44K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
65+ 1.92% |
$2.61K - $2.99K
|
3.45K
$141K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
54+ 15.7% |
$2.16K - $2.49K
|
398
$16.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
47+ 0.11% |
$1.88K - $2.16K
|
43.5K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
45+ 0.3% |
$1.8K - $2.07K
|
14.9K
$609K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
44New |
$1.76K - $2.03K
|
44
$1.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
42+ 0.44% |
$1.68K - $1.93K
|
9.58K
$391K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
41+ 0.06% |
$1.64K - $1.89K
|
73.4K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
36New |
$1.44K - $1.66K
|
36
$1.47K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31+ 16.58% |
$1.24K - $1.43K
|
218
$8.89K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
30+ 0.23% |
$1.2K - $1.38K
|
13.3K
$542K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 3.74% |
$1.08K - $1.24K
|
748
$30.5K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
25+ 0.4% |
$1K - $1.15K
|
6.35K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
21+ 0.06% |
$842 - $967
|
34.9K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
20+ 3.29% |
$802 - $921
|
628
$25.6K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
18New |
$722 - $829
|
18
$734
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 1.31% |
$601 - $691
|
1.16K
$47.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 75.0% |
$601 - $691
|
35
$1.43K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$561 - $645
|
14
$571
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
13+ 1.02% |
$521 - $599
|
1.29K
$52.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 92.86% |
$521 - $599
|
27
$1.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 2.2% |
$441 - $506
|
511
$20.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11New |
$441 - $506
|
11
$449
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 2.33% |
$441 - $506
|
484
$19.7K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
9+ 0.43% |
$361 - $414
|
2.11K
$85.9K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.02% |
$200 - $230
|
30.6K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$200 - $230
|
5
$204
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$200 - $230
|
5
$204
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3New |
$120 - $138
|
3
$122
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3+ 0.59% |
$120 - $138
|
508
$20.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 1.08% |
$80.2 - $92.1
|
187
$7.63K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$80.2 - $92.1
|
2
$81.6
|