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Disclosery

Advisors Capital Management, LLC: URI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on URI, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 32,182 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,182 shares
    Change vs previous 13F +252 shares

    0.39% of the 13F portfolio, value $36,459,187.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,930 shares
    Change vs previous 13F +306 shares

    0.27% of the 13F portfolio, value $23,262,932.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,624 shares
    Change vs previous 13F -125 shares

    0.3% of the 13F portfolio, value $25,594,244.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,749 shares
    Change vs previous 13F -2,035 shares

    0.38% of the 13F portfolio, value $30,309,834.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,784 shares
    Change vs previous 13F -166 shares

    0.35% of the 13F portfolio, value $25,453,251.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,950 shares
    Change vs previous 13F +240 shares

    0.33% of the 13F portfolio, value $21,276,695.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,710 shares
    Change vs previous 13F -733 shares

    0.37% of the 13F portfolio, value $23,746,731.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,443 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $27,890,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).