Udr shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Udr (UDR) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Udr
Tip: Access up to 7 years of quarterly data
All positions including Udr held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Udr by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $285k | 8.4k | 33.78 |
| 2025-12-31 | $310k | 8.4k | 36.68 |
| 2025-09-30 | $315k | 8.4k | 37.26 |
| 2025-06-30 | $345k | 8.4k | 40.86 |
| 2025-03-31 | $382k | 8.4k | 45.17 |
| 2024-12-31 | $367k | 8.4k | 43.41 |