CAPTRUST Financial Advisors’s UDR UDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$893K Sell
2025
Q1
$1.01M Buy
2024
Q4
$918K Buy
2024
Q3
$877K Sell
2024
Q2
$872K Sell
2024
Q1
$944K Buy
2023
Q4
$873K Buy
2023
Q3
$797K Buy
2023
Q2
$837K Sell
2023
Q1
$949K Sell
2022
Q4
$914K Buy
2022
Q3
$946K Buy