| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing UDR Share Count |
|---|
| Vanderbilt University |
7,470 |
21,491 |
+14,021 |
+187.70% |
| MCF Advisors LLC |
21 |
28 |
+7 |
+33.33% |
| Raymond James & Associates |
82,281 |
108,557 |
+26,276 |
+31.93% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,830,437 |
2,342,825 |
+512,388 |
+27.99% |
| Aurora Investment Managers LLC. |
59,412 |
74,638 |
+15,226 |
+25.63% |
| Pensionfund Sabic |
28,388 |
35,388 |
+7,000 |
+24.66% |
| Spire Wealth Management |
38 |
46 |
+8 |
+21.05% |
| NBC Securities Inc. |
492 |
589 |
+97 |
+19.72% |
| Wealthfront Advisers LLC |
7,135 |
8,341 |
+1,206 |
+16.90% |
| Raymond James Financial Services Advisors Inc. |
5,256 |
6,015 |
+759 |
+14.44% |
| Robeco Institutional Asset Management B.V. |
5,949 |
6,660 |
+711 |
+11.95% |
| Pensionfund DSM Netherlands |
65,605 |
72,605 |
+7,000 |
+10.67% |
| Massmutual Trust Co. FSB ADV |
315 |
348 |
+33 |
+10.48% |
| Integrity Wealth Solutions LLC |
5,925 |
6,409 |
+484 |
+8.17% |
| Vert Asset Management LLC |
120,803 |
129,935 |
+9,132 |
+7.56% |
| CWM LLC |
3,895 |
4,089 |
+194 |
+4.98% |
| Fifth Third Bancorp |
18,105 |
18,974 |
+869 |
+4.80% |
| Exchange Traded Concepts LLC |
5,732 |
5,996 |
+264 |
+4.61% |
| Global Retirement Partners LLC |
1,213 |
1,265 |
+52 |
+4.29% |
| Hummer Financial Advisory Services Inc |
11,722 |
12,057 |
+335 |
+2.86% |
| Presima Inc. |
476,775 |
487,625 |
+10,850 |
+2.28% |
| Private Trust Co. NA |
1,067 |
1,086 |
+19 |
+1.78% |
| Wolff Wiese Magana LLC |
177 |
179 |
+2 |
+1.13% |
| Czech National Bank |
53,001 |
53,245 |
+244 |
+0.46% |
| State of Alaska Department of Revenue |
188,804 |
189,355 |
+551 |
+0.29% |
| Manning & Napier Group LLC |
89,602 |
89,834 |
+232 |
+0.26% |
| GAMMA Investing LLC |
5,091 |
5,098 |
+7 |
+0.14% |
| State of Michigan Retirement System |
82,845 |
82,945 |
+100 |
+0.12% |
| 13F Filers Reporting New Positions In UDR |
|---|
| Salem Investment Counselors Inc. |
0 |
49 |
+49 |
+100% |
| Kessler Investment Group LLC |
0 |
68 |
+68 |
+100% |
| Mather Group LLC. |
0 |
281 |
+281 |
+100% |
| Capital Advisors Ltd. LLC |
0 |
17 |
+17 |
+100% |
| Oak Thistle LLC |
0 |
8,047 |
+8,047 |
+100% |
| Opal Wealth Advisors LLC |
0 |
157 |
+157 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
250 |
250 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
19,290 |
19,290 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
500 |
500 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
43,600 |
43,600 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
691 |
691 |
UNCH |
0.00% |
| Moody National Bank Trust Division |
9,767 |
9,767 |
UNCH |
0.00% |
| Webster Bank N. A. |
648 |
648 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
191 |
191 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
1,435 |
1,435 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
25,920 |
25,920 |
UNCH |
0.00% |
| Brookstone Capital Management |
36,640 |
36,640 |
UNCH |
0.00% |
| MV Capital Management Inc. |
83 |
83 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
66,266 |
66,266 |
UNCH |
0.00% |
| Ackerman Capital Advisors LLC |
10,050 |
10,050 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
25,045 |
25,045 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
360 |
360 |
UNCH |
0.00% |
| Bank of New Hampshire |
611 |
611 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
5,032 |
5,032 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
10 |
10 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
111 |
111 |
UNCH |
0.00% |
| 13F Filers Decreasing UDR Share Count |
|---|
| Timbercreek Investment Management Inc. |
17,130 |
2,230 |
-14,900 |
-86.98% |
| AdvisorNet Financial Inc |
369 |
63 |
-306 |
-82.93% |
| Fortitude Family Office LLC |
167 |
45 |
-122 |
-73.05% |
| Valley National Advisers Inc. |
246 |
70 |
-176 |
-71.54% |
| Legend Financial Advisors Inc. |
2,000 |
1,000 |
-1,000 |
-50.00% |
| Financial Management Professionals Inc. |
85 |
44 |
-41 |
-48.24% |
| Venturi Wealth Management LLC |
24,987 |
14,662 |
-10,325 |
-41.32% |
| DNB Asset Management AS |
62,378 |
43,853 |
-18,525 |
-29.70% |
| Hanson & Doremus Investment Management |
1,196 |
918 |
-278 |
-23.24% |
| DekaBank Deutsche Girozentrale |
254,576 |
196,038 |
-58,538 |
-22.99% |
| Kingswood Wealth Advisors LLC |
22,590 |
17,881 |
-4,709 |
-20.85% |
| Brown Advisory Inc. |
7,768 |
6,368 |
-1,400 |
-18.02% |
| Amalgamated Bank |
75,880 |
65,122 |
-10,758 |
-14.18% |
| Versant Capital Management Inc |
41 |
36 |
-5 |
-12.20% |
| New Mexico Educational Retirement Board |
16,100 |
15,200 |
-900 |
-5.59% |
| Wealth Enhancement Advisory Services LLC |
6,568 |
6,235 |
-333 |
-5.07% |
| Perpetual Ltd |
53,040 |
50,460 |
-2,580 |
-4.86% |
| Atlantic Union Bankshares Corp |
29,873 |
28,514 |
-1,359 |
-4.55% |
| Hartford Investment Management Co. |
20,316 |
19,467 |
-849 |
-4.18% |
| CVA Family Office LLC |
480 |
460 |
-20 |
-4.17% |
| B&I Capital AG |
227,220 |
218,270 |
-8,950 |
-3.94% |
| Louisiana State Employees Retirement System |
18,300 |
17,600 |
-700 |
-3.83% |
| Allspring Global Investments Holdings LLC |
14,948 |
14,381 |
-567 |
-3.79% |
| Gateway Investment Advisers LLC |
205,167 |
205,133 |
-34 |
-0.02% |
| 13F Filers Exiting UDR |
|---|
| Activest Wealth Management |
360 |
0 |
-360 |
-100.00% |
| Naviter Wealth LLC |
13,877 |
0 |
-13,877 |
-100.00% |
| International Assets Investment Management LLC |
37,351 |
0 |
-37,351 |
-100.00% |
| Gradient Investments LLC |
34 |
0 |
-34 |
-100.00% |
| Atlas Capital Advisors LLC |
2,622 |
0 |
-2,622 |
-100.00% |
| Trust Co. of Virginia VA |
5,665 |
0 |
-5,665 |
-100.00% |
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