Udr shares owned by Heritage Wealth Advisors
Historical chart of Heritage Wealth Advisors investment in Udr
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All positions including Udr held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Udr by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $903k | 20k | 45.34 |
| 2024-06-30 | $819k | 20k | 41.15 |
| 2024-03-31 | $6.1k | 400 | 15.34 |
| 2023-12-31 | $773k | 20k | 38.29 |
| 2023-09-30 | $2.3M | 63k | 35.67 |
| 2023-06-30 | $2.7M | 63k | 42.96 |
| 2023-03-31 | $2.6M | 63k | 41.06 |
| 2022-12-31 | $2.5M | 63k | 38.73 |
| 2022-09-30 | $2.6M | 63k | 41.71 |
| 2022-06-30 | $2.9M | 64k | 46.04 |
| 2022-03-31 | $3.7M | 64k | 57.37 |
| 2021-12-31 | $4.1M | 68k | 59.99 |
| 2021-09-30 | $4.1M | 77k | 52.98 |
| 2021-06-30 | $3.8M | 77k | 48.98 |
| 2021-03-31 | $3.4M | 77k | 43.86 |
| 2020-12-31 | $3.0M | 77k | 38.43 |
| 2020-09-30 | $2.5M | 77k | 32.61 |
| 2020-06-30 | $2.9M | 304 | 9440.79 |
| 2020-03-31 | $2.5M | 69k | 36.54 |
| 2019-12-31 | $3.3M | 70k | 46.70 |
| 2019-09-30 | $3.4M | 70k | 48.48 |
| 2019-06-30 | $3.2M | 70k | 44.89 |
| 2019-03-31 | $737k | 16k | 45.46 |
| 2018-12-31 | $685k | 17k | 39.62 |
| 2018-09-30 | $699k | 17k | 40.43 |
| 2018-06-30 | $609k | 16k | 37.57 |
| 2018-03-31 | $577k | 16k | 35.59 |
| 2017-12-31 | $635k | 17k | 38.47 |
| 2017-09-30 | $617k | 16k | 38.06 |
| 2017-06-30 | $632k | 16k | 38.99 |
| 2017-03-31 | $588k | 16k | 36.27 |
| 2016-12-31 | $591k | 16k | 36.46 |
| 2016-09-30 | $583k | 16k | 35.96 |
| 2016-06-30 | $599k | 16k | 36.95 |
| 2016-03-31 | $625k | 16k | 38.55 |
| 2015-12-31 | $609k | 16k | 37.57 |
| 2015-09-30 | $559k | 16k | 34.48 |
| 2015-06-30 | $519k | 16k | 32.02 |
| 2015-03-31 | $552k | 16k | 34.05 |
| 2014-12-31 | $500k | 16k | 30.84 |
| 2014-09-30 | $442k | 16k | 27.27 |
| 2014-06-30 | $464k | 16k | 28.62 |
| 2014-03-31 | $419k | 16k | 25.85 |
| 2013-12-31 | $387k | 17k | 23.41 |