Institutional Ownership Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR). We have compiled data on the 537 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
360
shares
|
$15,587
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
351
shares
|
$15,198
0.0% of portfolio
|
Q3 2024
Added 251.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
344
shares
|
$14,895
0.0% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
340
shares
|
$14,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
301
shares
|
$13,033
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
260
shares
|
$11,258
0.0% of portfolio
|
Q4 2024
Reduced 56.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
250
shares
|
$10,825
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
224
shares
|
$9,699
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
201
shares
|
$8,703
0.0% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
191
shares
|
$8,270
0.0% of portfolio
|
Q3 2022
Added 22.44%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
187
shares
|
$8,097
0.01% of portfolio
|
Q4 2024
Reduced 98.72%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
185
shares
|
$8,010
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
169
shares
|
$7,317
0.0% of portfolio
|
Q3 2023
Added 956.25%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
160
shares
|
$6,928
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
158
shares
|
$6,841
0.0% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
152
shares
|
$6,581
0.0% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
135
shares
|
$5,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
132
shares
|
$5,715
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
130
shares
|
$5,629
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
122
shares
|
$5,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
117
shares
|
$5,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
116
shares
|
$5,022
0.0% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
111
shares
|
$4,806
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
96
shares
|
$4,156
0.0% of portfolio
|
Q4 2024
Added 45.45%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
90
shares
|
$3,896
0.0% of portfolio
|
Q2 2023
Added 309.09%
|