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Raymond James Financial Services Advisors’s UDR UDR Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$266K Buy
5,871
+26
+0.4% +$1.11K ﹤0.01% 3007
2024
Q2 		$241K Sell
5,845
-170
-3% -$6.55K ﹤0.01% 3010
2024
Q1 		$225K Buy
6,015
+759
+14% +$27.9K ﹤0.01% 3030
2023
Q4 		$201K Sell
5,256
-409
-7% -$14.2K ﹤0.01% 2992
2023
Q3 		$202K Buy
5,665
+272
+5% +$10.8K ﹤0.01% 2931
2023
Q2 		$232K Buy
5,393
+13
+0.2% +$535 ﹤0.01% 2828
2023
Q1 		$221K Buy
5,380
+191
+4% +$7.89K ﹤0.01% 2842
2022
Q4 		$201K Sell
5,189
-871
-14% -$34.4K ﹤0.01% 2865
2022
Q3 		$253K Buy
6,060
+911
+18% +$41.8K ﹤0.01% 2693
2022
Q2 		$237K Buy
5,149
+105
+2% +$5.29K ﹤0.01% 2766
2022
Q1 		$289K Buy
5,044
+128
+3% +$7.27K ﹤0.01% 2735
2021
Q4 		$295K Buy
+4,916
New +$277K ﹤0.01% 2719
2020
Q1 		– Sell
-7,018
Closed -$328K – 2838
2019
Q4 		$328K Buy
7,018
+1,159
+20% +$55.7K ﹤0.01% 2266
2019
Q3 		$284K Buy
+5,859
New +$276K ﹤0.01% 2284
2019
Q2 		– Sell
-4,645
Closed -$211K – 2921
2019
Q1 		$211K Buy
+4,645
New +$202K ﹤0.01% 2468
2017
Q3 		– Sell
-5,283
Closed -$206K – 2623
2017
Q2 		$206K Buy
+5,283
New +$201K ﹤0.01% 2214
2015
Q2 		– Sell
-34,765
Closed -$1.18M – 784
2015
Q1 		$1.18M Sell
34,765
-850
-2% -$27.9K 0.06% 316
2014
Q4 		$1.1M Sell
35,615
-150
-0.4% -$4.5K 0.06% 324
2014
Q3 		$975K Buy
35,765
+625
+2% +$18.1K 0.05% 353
2014
Q2 		$1.01M Buy
35,140
+2,300
+7% +$61.9K 0.06% 325
2014
Q1 		$848K Buy
32,840
+2,662
+9% +$66.6K 0.05% 362
2013
Q4 		$705K Sell
30,178
-10,712
-26% -$257K 0.04% 377
2013
Q3 		$969K Buy
+40,890
New +$995K 0.06% 310

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial Services Advisors's UDR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its UDR (UDR) stake by 0.44% in Q3 2024, buying an estimated $1.11K and bringing the position to 5,871 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Raymond James Financial Services Advisors first reported a position in UDR in Q3 2013 and has held it in 23 quarters since. The position peaked at $1.18M in Q1 2015. 506 funds tracked by Wall St. Rank hold UDR as of Q3 2024.

  • Raymond James Financial Services Advisors held 5,871 shares of UDR worth $266K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 26 UDR shares in Q3 2024, an estimated $1.11K.
  • UDR made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3007 holding.
  • Raymond James Financial Services Advisors first reported a position in UDR in Q3 2013 and has held it in 23 quarters since.
  • Raymond James Financial Services Advisors's UDR position peaked at $1.18M in Q1 2015.
  • 506 funds tracked by Wall St. Rank held UDR as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.