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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.72% |
$40.1 - $46
|
59
$2.41K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 16.67% |
$40.1 - $46
|
5
$204
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 1.61% |
$40.1 - $46
|
61
$2.49K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 5.56% |
$40.1 - $46
|
17
$694
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2Closed |
$80.2 - $92.1
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3- 0.16% |
$120 - $138
|
1.82K
$74.2K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 1.9% |
$120 - $138
|
155
$6.32K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 3.37% |
$120 - $138
|
86
$3.51K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-8- 36.36% |
$321 - $368
|
14
$571
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9- 0.24% |
$361 - $414
|
3.73K
$152K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 5.92% |
$361 - $414
|
143
$5.83K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 12.5% |
$481 - $552
|
84
$3.43K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-12- 54.55% |
$481 - $552
|
10
$408
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 20.59% |
$561 - $645
|
54
$2.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-16- 26.67% |
$641 - $737
|
44
$1.8K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-24- 92.31% |
$962 - $1.1K
|
2
$81.6
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-25- 0.25% |
$1K - $1.15K
|
9.85K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-37- 0.68% |
$1.48K - $1.7K
|
5.42K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-39- 5.15% |
$1.56K - $1.8K
|
718
$29.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-56- 0.06% |
$2.25K - $2.58K
|
101K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-56- 0.09% |
$2.25K - $2.58K
|
59.9K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-59- 0.43% |
$2.37K - $2.72K
|
13.5K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 5.47% |
$2.41K - $2.76K
|
1.04K
$42.3K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-69- 11.77% |
$2.77K - $3.18K
|
517
$21.1K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-73- 0.59% |
$2.93K - $3.36K
|
12.3K
$501K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-73- 36.32% |
$2.93K - $3.36K
|
128
$5.22K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74- 1.48% |
$2.97K - $3.41K
|
4.92K
$201K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 50.0% |
$4.01K - $4.6K
|
100
$4.08K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-102- 8.46% |
$4.09K - $4.7K
|
1.1K
$45K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-109- 93.16% |
$4.37K - $5.02K
|
8
$326
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-110- 0.61% |
$4.41K - $5.06K
|
17.9K
$731K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-125- 5.65% |
$5.01K - $5.76K
|
2.09K
$85.2K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-141- 2.63% |
$5.65K - $6.49K
|
5.22K
$213K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-151- 43.02% |
$6.05K - $6.95K
|
200
$8.16K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-164- 0.56% |
$6.57K - $7.55K
|
29.2K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-189- 1.03% |
$7.58K - $8.7K
|
18.2K
$744K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-198- 5.36% |
$7.94K - $9.12K
|
3.49K
$143K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-227- 24.23% |
$9.1K - $10.5K
|
710
$29K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-229- 1.42% |
$9.18K - $10.5K
|
15.9K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-246- 94.62% |
$9.86K - $11.3K
|
14
$571
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-267- 5.18% |
$10.7K - $12.3K
|
4.89K
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-288- 1.77% |
$11.5K - $13.3K
|
16K
$651K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-290- 5.77% |
$11.6K - $13.4K
|
4.74K
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.1% |
$12K - $13.8K
|
14K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-303- 3.0% |
$12.1K - $14K
|
9.81K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-330- 3.95% |
$13.2K - $15.2K
|
8.01K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-338- 0.37% |
$13.6K - $15.6K
|
90.6K
$3.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-349- 57.31% |
$14K - $16.1K
|
260
$10.6K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-373- 0.8% |
$15K - $17.2K
|
46.3K
$1.89M
|