Udr shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Udr (UDR) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Udr
Tip: Access up to 7 years of quarterly data
All positions including Udr held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Udr by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $992k | 23k | 43.41 |
| 2024-09-30 | $880k | 19k | 45.34 |
| 2024-06-30 | $747k | 18k | 41.15 |
| 2024-03-31 | $549k | 15k | 37.41 |
| 2023-12-31 | $957k | 25k | 38.29 |
| 2023-09-30 | $399k | 11k | 35.67 |
| 2023-06-30 | $386k | 9.0k | 42.96 |
| 2023-03-31 | $188k | 4.6k | 41.06 |