(주)유디알
US ˙ NYSE ˙ US9026531049

SecurityUDR / UDR, Inc.
InstitutionFirst Horizon Advisors, Inc.
Latest Disclosed Ownership200 shares
Latest Disclosed Value $ 8,166
First Horizon Advisors, Inc. ownership in UDR / UDR, Inc.

On August 6, 2025 - First Horizon Advisors, Inc. filed a 13F-HR form disclosing ownership of 200 shares of UDR, Inc. (US:UDR) valued at $8,166 USD as of June 30, 2025. The entity filed a previous 13F-HR on April 28, 2025 disclosing 200 shares of UDR, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $7,780 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2025-08-06 2025-06-30 13F UDR INC REIT COMMON STOCK 902653104 200 0 0.00 8 -11.11 0.0002
2025-04-28 2025-03-31 13F UDR INC REIT COMMON STOCK 902653104 200 200 9 0.0003
2023-08-03 2023-06-30 13F UDR INC REIT COMMON STOCK 902653104 0 -3,378 -100.00 0 -100.00
2023-05-15 2023-03-31 13F UDR INC REIT COMMON STOCK 902653104 3,378 2,430 256.33 139 283.33 0.0050
2023-02-10 2022-12-31 13F UDR INC REIT COMMON STOCK 902653104 948 0 0.00 37 -10.00 0.0014
2022-11-09 2022-09-30 13F UDR INC REIT COMMON STOCK 902653104 948 103 12.19 40 2.56 0.0016
2022-08-02 2022-06-30 13F UDR INC REIT COMMON STOCK 902653104 845 827 4,594.44 39 3,800.00 0.0014
2022-05-10 2022-03-31 13F UDR INC REIT COMMON STOCK 902653104 18 -986 -98.21 1 -98.33 0.0000
2022-05-10 2022-03-31 13F UDR INC REIT COMMON STOCK 902653104 942 54
2022-02-09 2021-12-31 13F UDR INC REIT COMMON STOCK 902653104 1,004 -94 -8.56 60 3.45 0.0018
2021-11-15 2021-09-30 13F/A-1 UDR INC REIT COMMON STOCK 902653104 1,098 53 5.07 58 13.73 0.0019
2021-11-09 2021-09-30 13F UDR INC REIT COMMON STOCK 902653104 1,098 53 58 0.0008
2021-08-09 2021-06-30 13F UDR INC REIT COMMON STOCK 902653104 1,045 -93 -8.17 51 2.00 0.0027
2021-05-11 2021-03-31 13F UDR INC REIT COMMON STOCK 902653104 1,138 0 0.00 50 13.64 0.0029
2021-02-11 2020-12-31 13F UDR INC REIT COMMON STOCK 902653104 1,138 16 1.43 44 18.92 0.0030
2020-11-12 2020-09-30 13F UDR INC REIT COMMON STOCK 902653104 1,122 -94 -7.73 37 -17.78 0.0028
2020-07-31 2020-06-30 13F UDR INC REIT COMMON STOCK 902653104 1,216 109 9.85 45 12.50 0.0035
2020-05-05 2020-03-31 13F UDR INC REIT COMMON STOCK 902653104 1,107 419 60.90 40 25.00 0.0037
2020-01-07 2019-12-31 13F UDR INC REIT COMMON STOCK 902653104 688 688 32 0.0024
2015-11-06 2015-09-30 13F UDR INC REIT COMMON STOCK 902653104 0 -201 -100.00 0 -100.00
2015-08-03 2015-06-30 13F/A-1 UDR INC REIT COMMON STOCK 902653104 201 -728 -78.36 6 -81.25 0.0009
2015-07-31 2015-06-30 13F UDR INC REIT COMMON STOCK 902653104 201 6
2015-05-04 2015-03-31 13F UDR INC REIT COMMON STOCK 902653104 929 929 0.00 32 0.0046
2015-02-05 2014-12-31 13F UDR INC REIT COMMON STOCK 902653104 0 -929 -100.00 0 -100.00
2014-11-13 2014-09-30 13F/A-1 UDR INC REIT COMMON STOCK 902653104 929 0 0.00 25 -7.41 0.0039
2014-11-13 2014-09-30 13F UDR INC REIT COMMON STOCK 902653104 929 0 25 0.0025
2014-08-07 2014-06-30 13F UDR INC REIT COMMON STOCK 902653104 929 394 73.64 27 92.86 0.0039
2014-05-02 2014-03-31 13F UDR INC REIT COMMON STOCK 902653104 535 -194 -26.61 14 -17.65 0.0020
2014-02-07 2013-12-31 13F UDR INC REIT COMMON STOCK 902653104 729 729 17 0.0025
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.