Purchases and Sales Made in Q4 2023 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
711+ 11.95% |
$22.3K - $27.6K
|
6.66K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
704New |
$22.1K - $27.3K
|
704
$31.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
697+ 10.94% |
$21.9K - $27K
|
7.07K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
690New |
$21.7K - $26.8K
|
690
$31.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
669+ 87.34% |
$21K - $25.9K
|
1.44K
$64.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
638+ 6.68% |
$20K - $24.7K
|
10.2K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
632+ 24.32% |
$19.9K - $24.5K
|
3.23K
$146K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
600+ 53.05% |
$18.8K - $23.3K
|
1.73K
$78.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
532+ 5.39% |
$16.7K - $20.6K
|
10.4K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
525+ 1.26% |
$16.5K - $20.4K
|
42.1K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
507+ 3.35% |
$15.9K - $19.7K
|
15.7K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$15.7K - $19.4K
|
500
$22.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
480New |
$15.1K - $18.6K
|
480
$21.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
452+ 2.02% |
$14.2K - $17.5K
|
22.8K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
445New |
$14K - $17.3K
|
445
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
437+ 0.41% |
$13.7K - $16.9K
|
106K
$4.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
378New |
$11.9K - $14.7K
|
378
$17K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
360New |
$11.3K - $14K
|
360
$16.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
325+ 20.09% |
$10.2K - $12.6K
|
1.94K
$87.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
313+ 0.31% |
$9.83K - $12.1K
|
103K
$4.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
310+ 160.62% |
$9.74K - $12K
|
503
$22.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.04% |
$9.42K - $11.6K
|
727K
$32.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
253New |
$7.95K - $9.81K
|
253
$11.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
220New |
$6.91K - $8.53K
|
220
$9.92K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
211+ 1.33% |
$6.63K - $8.18K
|
16K
$723K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.86% |
$6.28K - $7.75K
|
23.6K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
199+ 23.27% |
$6.25K - $7.72K
|
1.05K
$47.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
193+ 0.57% |
$6.06K - $7.48K
|
34.2K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
167New |
$5.25K - $6.47K
|
167
$7.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
166+ 3.65% |
$5.21K - $6.44K
|
4.71K
$212K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
153New |
$4.81K - $5.93K
|
153
$6.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
144New |
$4.52K - $5.58K
|
144
$6.49K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
111New |
$3.49K - $4.3K
|
111
$5K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
91+ 1137.5% |
$2.86K - $3.53K
|
99
$4.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
88+ 0.42% |
$2.76K - $3.41K
|
20.9K
$941K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
78New |
$2.45K - $3.02K
|
78
$3.52K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
76+ 0.34% |
$2.39K - $2.95K
|
22.6K
$1.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
70New |
$2.2K - $2.71K
|
70
$3.16K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
66+ 35.68% |
$2.07K - $2.56K
|
251
$11.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
60+ 37.04% |
$1.88K - $2.33K
|
222
$10K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 10.19% |
$1.73K - $2.13K
|
595
$26.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
50+ 0.89% |
$1.57K - $1.94K
|
5.67K
$255K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
44+ 11.2% |
$1.38K - $1.71K
|
437
$19.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 12.5% |
$1.29K - $1.59K
|
369
$16.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
38New |
$1.19K - $1.47K
|
38
$1.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
37New |
$1.16K - $1.43K
|
37
$1.67K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
37+ 0.16% |
$1.16K - $1.43K
|
23.2K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
36New |
$1.13K - $1.4K
|
36
$1.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
35+ 0.22% |
$1.1K - $1.36K
|
16.3K
$734K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
29New |
$911 - $1.12K
|
29
$1.31K
|