Venturi Wealth Management, LLC
- SEC CIK
- 0001666363
- Latest filing
- Jul 20, 2026
UDR holding history
UDR, Inc. in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UDR overviewAll 13F holders of UDRFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −29,718−100.0% | Sold out | Holders |
| Q1 2025 | 29,718 | $1.34M | 0.1% | +6,873+30.1% | Added | Holders |
| Q4 2024 | 22,845 | $991.7K | <0.1% | +3,429+17.7% | Added | Holders |
| Q3 2024 | 19,416 | $880.3K | <0.1% | +1,270+7.0% | Added | Holders |
| Q2 2024 | 18,146 | $746.7K | <0.1% | +3,484+23.8% | Added | Holders |
| Q1 2024 | 14,662 | $548.5K | <0.1% | −10,325−41.3% | Reduced | Holders |
| Q4 2023 | 24,987 | $956.8K | 0.1% | +13,812+123.6% | Added | Holders |
| Q3 2023 | 11,175 | $398.6K | <0.1% | +2,202+24.5% | Added | Holders |
| Q2 2023 | 8,973 | $385.5K | <0.1% | +4,392+95.9% | Added | Holders |
| Q1 2023 | 4,581 | $188.1K | <0.1% | +4,581 | New | Holders |