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Bleakley Financial Group, LLC: UDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bleakley Financial Group, LLC on UDR, newest first. How the timeline and the estimate are built.

Bleakley Financial Group, LLC held 42,428 UDR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,428 shares
    Change vs previous 13F +2,693 shares

    0.02% of the 13F portfolio, value $1,693,737.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 39,735 shares
    Change vs previous 13F -6,770 shares

    0.02% of the 13F portfolio, value $1,342,232.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 46,505 shares
    Change vs previous 13F +228 shares

    0.03% of the 13F portfolio, value $1,705,808.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 46,277 shares
    Change vs previous 13F -671 shares

    0.04% of the 13F portfolio, value $1,724,279.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 46,948 shares
    Change vs previous 13F +355 shares

    0.05% of the 13F portfolio, value $1,916,881.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 46,593 shares
    Change vs previous 13F -4,735 shares

    0.07% of the 13F portfolio, value $2,104,596.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 51,328 shares
    Change vs previous 13F +58 shares

    0.07% of the 13F portfolio, value $2,228,135.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 51,270 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,324,565.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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