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Ladenburg Thalmann Financial Services’s UDR UDR Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$187K Buy
4,007
+56
+1% +$2.69K ﹤0.01% 2561
2019
Q3 		$192K Buy
3,951
+515
+15% +$24.3K ﹤0.01% 2503
2019
Q2 		$155K Buy
3,436
+76
+2% +$3.42K ﹤0.01% 2651
2019
Q1 		$153K Sell
3,360
-1,164
-26% -$50.5K ﹤0.01% 2593
2018
Q4 		$179K Buy
4,524
+441
+11% +$17.8K ﹤0.01% 2316
2018
Q3 		$165K Sell
4,083
-193
-5% -$7.51K ﹤0.01% 2464
2018
Q2 		$152K Hold
4,276
– – ﹤0.01% 2444
2018
Q1 		$152K Buy
4,276
+30
+0.7% +$1.06K ﹤0.01% 2444
2017
Q4 		$163K Sell
4,246
-146
-3% -$5.68K ﹤0.01% 2363
2017
Q3 		$167K Buy
4,392
+106
+2% +$4.11K ﹤0.01% 2240
2017
Q2 		$167K Sell
4,286
-7
-0.2% -$266 ﹤0.01% 2148
2017
Q1 		$156K Buy
4,293
+1,062
+33% +$38K ﹤0.01% 2082
2016
Q4 		$118K Hold
3,231
– – ﹤0.01% 2196
2016
Q3 		$116K Sell
3,231
-360
-10% -$13.1K ﹤0.01% 2138
2016
Q2 		$133K Buy
3,591
+256
+8% +$9.17K ﹤0.01% 1952
2016
Q1 		$128K Hold
3,335
– – ﹤0.01% 1900
2015
Q4 		$125K Sell
3,335
-1,080
-24% -$38.8K ﹤0.01% 1904
2015
Q3 		$151K Sell
4,415
-29
-0.7% -$967 ﹤0.01% 1696
2015
Q2 		$143K Sell
4,444
-657
-13% -$21.6K ﹤0.01% 1840
2015
Q1 		$173K Sell
5,101
-937
-16% -$30.8K ﹤0.01% 1674
2014
Q4 		$186K Buy
6,038
+2,146
+55% +$64.3K ﹤0.01% 1482
2014
Q3 		$106K Buy
3,892
+3
+0.1% +$87 ﹤0.01% 1574
2014
Q2 		$111K Buy
3,889
+151
+4% +$4.07K ﹤0.01% 1539
2014
Q1 		$97K Sell
3,738
-18
-0.5% -$451 ﹤0.01% 1521
2013
Q4 		$88K Sell
3,756
-877
-19% -$21K ﹤0.01% 1539
2013
Q3 		$110K Buy
4,633
+120
+3% +$2.92K ﹤0.01% 1342
2013
Q2 		$115K Buy
+4,513
New +$112K ﹤0.01% 1248

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UDR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its UDR (UDR) stake by 1.4% in Q4 2019, buying an estimated $2.69K and bringing the position to 4,007 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Ladenburg Thalmann Financial Services first reported a position in UDR in Q2 2013 and has held it in 27 quarters since. The position peaked at $192K in Q3 2019. 433 funds tracked by Wall St. Rank hold UDR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,007 shares of UDR worth $187K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 56 UDR shares in Q4 2019, an estimated $2.69K.
  • UDR made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2561 holding.
  • Ladenburg Thalmann Financial Services first reported a position in UDR in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's UDR position peaked at $192K in Q3 2019.
  • 433 funds tracked by Wall St. Rank held UDR as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.