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CAPTRUST FINANCIAL ADVISORS: UDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on UDR, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 39,634 UDR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,634 shares
    Change vs previous 13F +11,878 shares

    <0.01% of the 13F portfolio, value $1,582,205.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 27,756 shares
    Change vs previous 13F +4,998 shares

    <0.01% of the 13F portfolio, value $937,599.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 22,758 shares
    Change vs previous 13F +1,970 shares

    <0.01% of the 13F portfolio, value $834,751.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 20,788 shares
    Change vs previous 13F -1,080 shares

    <0.01% of the 13F portfolio, value $774,553.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 21,868 shares
    Change vs previous 13F -485 shares

    <0.01% of the 13F portfolio, value $892,886.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 22,353 shares
    Change vs previous 13F +1,214 shares

    <0.01% of the 13F portfolio, value $1,009,707.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 21,139 shares
    Change vs previous 13F +1,794 shares

    <0.01% of the 13F portfolio, value $917,658.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 19,345 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $877,122.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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