Purchases and Sales Made in Q2 2025 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
201+ 0.27% |
$7.66K - $9.12K
|
73.6K
$2.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.77% |
$7.62K - $9.07K
|
26.1K
$986K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
200+ 12.5% |
$7.62K - $9.07K
|
1.8K
$68.1K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
196+ 0.57% |
$7.47K - $8.89K
|
34.7K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
192+ 150.0% |
$7.31K - $8.71K
|
320
$12.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
180+ 3.26% |
$6.86K - $8.16K
|
5.71K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
177+ 36.57% |
$6.74K - $8.03K
|
661
$25K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 4.44% |
$5.9K - $7.03K
|
3.65K
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
149+ 0.47% |
$5.68K - $6.76K
|
32K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
110New |
$4.19K - $4.99K
|
110
$4.16K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
104+ 18.37% |
$3.96K - $4.72K
|
670
$25.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
103New |
$3.92K - $4.67K
|
103
$3.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
100+ 15.92% |
$3.81K - $4.54K
|
728
$27.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 100.0% |
$3.81K - $4.54K
|
200
$7.57K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
89+ 8.35% |
$3.39K - $4.04K
|
1.16K
$43.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
87+ 16.83% |
$3.31K - $3.95K
|
604
$22.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86+ 33.08% |
$3.28K - $3.9K
|
346
$13.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
81New |
$3.09K - $3.67K
|
81
$3.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
73+ 33.49% |
$2.78K - $3.31K
|
291
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
70+ 7.65% |
$2.67K - $3.18K
|
985
$37.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
69New |
$2.63K - $3.13K
|
69
$2.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
65New |
$2.48K - $2.95K
|
65
$2.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 117.65% |
$2.29K - $2.72K
|
111
$4.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
58+ 23.29% |
$2.21K - $2.63K
|
307
$11.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
55+ 2.61% |
$2.09K - $2.49K
|
2.16K
$81.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
42+ 0.44% |
$1.6K - $1.91K
|
9.62K
$364K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
42+ 0.18% |
$1.6K - $1.91K
|
23.1K
$873K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
41+ 0.78% |
$1.56K - $1.86K
|
5.26K
$199K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
40New |
$1.52K - $1.81K
|
40
$1.51K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
39New |
$1.49K - $1.77K
|
39
$1.48K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
32+ 17.11% |
$1.22K - $1.45K
|
219
$8.28K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
27+ 0.43% |
$1.03K - $1.22K
|
6.37K
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$990 - $1.18K
|
26
$984
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
24New |
$914 - $1.09K
|
24
$908
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 44.44% |
$914 - $1.09K
|
78
$2.95K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
24New |
$914 - $1.09K
|
24
$908
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23+ 0.27% |
$876 - $1.04K
|
8.61K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16+ 0.12% |
$609 - $726
|
13.8K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
16New |
$609 - $726
|
16
$605
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
16+ 40.0% |
$609 - $726
|
56
$2.12K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$533 - $635
|
14
$530
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 280.0% |
$533 - $635
|
19
$719
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 9.79% |
$533 - $635
|
157
$5.94K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14New |
$533 - $635
|
14
$530
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 3.35% |
$495 - $590
|
401
$15.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13New |
$495 - $590
|
13
$492
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
13+ 5.04% |
$495 - $590
|
271
$10.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13New |
$495 - $590
|
13
$492
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$381 - $454
|
10
$378
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
10+ 100.0% |
$381 - $454
|
20
$757
|