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UDR, Inc.

UDR
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000074208

No open-market purchases or sales by UDR, Inc. insiders were filed in the last 90 days; 522 institutions reported holding it in 13F filings for Q2 2026, worth $13.5B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in UDR, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
438
No complete 13F data for Q4 2020
Shares held
298.6M
No complete 13F data for Q4 2020
Total value
$13.1B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting UDR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 438 institutions
Q1 2021: 438 institutionsQ2 2021: 434 institutionsQ3 2021: 450 institutionsQ4 2021: 471 institutionsQ1 2022: 502 institutionsQ2 2022: 458 institutionsQ3 2022: 444 institutionsQ4 2022: 445 institutionsQ1 2023: 438 institutionsQ2 2023: 442 institutionsQ3 2023: 449 institutionsQ4 2023: 461 institutionsQ1 2024: 453 institutionsQ2 2024: 481 institutionsQ3 2024: 507 institutionsQ4 2024: 513 institutionsQ1 2025: 512 institutionsQ2 2025: 527 institutionsQ3 2025: 512 institutionsQ4 2025: 525 institutionsQ1 2026: 528 institutionsQ2 2026: 522 institutions
Value heldQ1 2021: $13.1B
Q1 2021: $13.1BQ2 2021: $15.4BQ3 2021: $16.8BQ4 2021: $19.2BQ1 2022: $18.5BQ2 2022: $14.8BQ3 2022: $13.5BQ4 2022: $12.5BQ1 2023: $13.6BQ2 2023: $14.1BQ3 2023: $11.4BQ4 2023: $12.3BQ1 2024: $12.2BQ2 2024: $13.3BQ3 2024: $14.9BQ4 2024: $14.5BQ1 2025: $15.0BQ2 2025: $13.5BQ3 2025: $11.3BQ4 2025: $12.5BQ1 2026: $11.0BQ2 2026: $13.5B
Institutions holding UDR and their total value by quarter
QuarterHoldersValue
Q2 2026522$13.5B
Q1 2026528$11.0B
Q4 2025525$12.5B
Q3 2025512$11.3B
Q2 2025527$13.5B
Q1 2025512$15.0B
Q4 2024513$14.5B
Q3 2024507$14.9B
Q2 2024481$13.3B
Q1 2024453$12.2B
Q4 2023461$12.3B
Q3 2023449$11.4B
Q2 2023442$14.1B
Q1 2023438$13.6B
Q4 2022445$12.5B
Q3 2022444$13.5B
Q2 2022458$14.8B
Q1 2022502$18.5B
Q4 2021471$19.2B
Q3 2021450$16.8B
Q2 2021434$15.4B
Q1 2021438$13.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding UDR, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UDR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
TCI Wealth Advisors, Inc.3$00.00%––
Mascoma Wealth Management LLC2$00.00%––
Meridian Wealth Partners, LLC6$00.00%––
Evoke Wealth, LLC4$00.00%––
Alpha DNA Investment Management LLC8$00.00%––
SOA Wealth Advisors, LLC.18$00.00%––
Exane Derivatives6$2630.00%––
Sutton Wealth Advisors Inc.16$7020.00%––
Enterprise Financial Services Corp24$1.00K0.00%––
Tarbox Family Office, Inc.12$1.00K0.00%––
NEXT Financial Group, Inc17$1.00K0.00%––
Capital Analysts, LLC17$1.00K0.00%––
BerganKDV Wealth Management, LLC23$1.00K0.00%––
MPS Loria Financial Planners, LLC34$1.00K0.00%––
Versant Capital Management, Inc26$1.00K0.00%––
Arkadios Wealth Advisors33$1.00K0.00%––
First Horizon Corp53$2.00K0.00%––
Assetmark, Inc55$2.00K0.00%––
O'Shaughnessy Asset Management, LLC46$2.00K0.00%––
Financial Management Professionals, Inc.41$2.00K0.00%––
Old North State Trust, LLC51$2.00K0.00%––
Prestige Wealth Management Group LLC48$2.00K0.00%––
Raffa Wealth Management, LLC52$2.28K0.00%––
Smithfield Trust Co70$3.00K0.00%––
Gemmer Asset Management LLC65$3.00K0.00%––
Nomura Holdings Inc92$4.00K0.00%––
Parkside Financial Bank & Trust100$4.00K0.00%––
Glassman Wealth Services80$4.00K0.00%––
Pacitti Group Inc.98$4.00K0.00%––
Earnest Partners LLC128$6.00K0.00%––
Massmutual Trust Co FSB144$6.00K0.00%––
Signaturefd, LLC143$6.00K0.00%––
Harbour Investments, Inc.165$7.00K0.00%––
Farmers & Merchants Investments Inc156$7.00K0.00%––
Plante Moran Financial Advisors, LLC169$7.00K0.00%––
Private Ocean, LLC158$7.00K0.00%––
Concord Wealth Partners154$7.00K0.00%––
Sun Life Financial INC176$8.00K0.00%––
Pflug Koory, LLC178$8.00K0.00%––
Valley National Advisers Inc216$9.00K0.00%––
WealthShield Partners, LLC205$9.00K0.00%––
MBM Wealth Consultants, LLC216$9.00K0.00%––
Larson Financial Group LLC228$10.0K0.00%––
Glen Eagle Advisors, LLC241$10.6K0.00%––
Zions Bancorporation, N.A.258$11.0K0.00%––
Annapolis Financial Services, LLC360$16.0K0.01%––
First Manhattan Co400$17.0K0.00%––
Baron Financial Group, LLC400$17.5K0.01%––
CX Institutional460$20.0K0.00%––
Acima Private Wealth, LLC455$20.0K0.01%––
Cutler Group LP500$21.0K0.00%––
Private Capital Group, LLC483$21.0K0.01%––
CVA Family Office, LLC475$21.0K0.01%––
Lindbrook Capital, LLC603$26.0K0.01%––
Markston International LLC648$28.0K0.00%––
Federation des caisses Desjardins du Quebec666$29.2K0.00%––
M&R Capital Management Inc691$30.0K0.01%––
Cedar Mountain Advisors, LLC700$31.0K0.01%––
Tobam749$33.0K0.00%––
Wealthcare Advisory Partners LLC780$34.0K0.00%––
Cullen/Frost Bankers, Inc.800$35.0K0.00%––
Sowell Financial Services LLC784$36.0K0.00%––
Berman Capital Advisors, LLC935$40.0K0.01%––
CWM, LLC1,008$49.0K0.00%––
First Horizon Advisors, Inc.1,138$50.0K0.00%––
Geneos Wealth Management Inc.1,155$53.0K0.00%––
Duncker Streett & Co Inc1,280$56.0K0.01%––
Parallel Advisors, LLC1,298$57.0K0.00%––
Whittier Trust Co of Nevada Inc1,335$59.0K0.00%––
CSat Investment Advisory, L.P.1,357$60.0K0.05%––
Rockefeller Capital Management L.P.1,469$63.0K0.00%––
Hanson & Doremus Investment Management1,534$67.0K0.02%––
San Francisco Sentry Investment Group (Ca)1,550$68.0K0.03%––
Bessemer Group Inc1,756$77.0K0.00%––
TD Private Client Wealth LLC1,827$80.1K0.00%––
Clal Insurance Enterprises Holdings Ltd1,877$82.0K0.00%––
American State Bank (Iowa)2,000$87.7K0.07%––
Sandy Spring Bank2,150$94.0K0.01%––
International Assets Investment Management, LLC2,356$96.0K0.01%––
Ellevest, Inc.2,265$99.0K0.01%––
Clearstead Advisors, LLC2,377$104.0K0.01%––
Robeco Institutional Asset Management B.V.2,429$107.0K0.00%––
Atlas Capital Advisors LLC2,622$115.0K0.02%––
Tradewinds Capital Management, LLC2,700$118.0K0.02%––
Livforsakringsbolaget Skandia, Omsesidigt2,766$121.0K0.01%––
IFP Advisors, Inc2,781$122.0K0.00%––
Whittier Trust Co2,844$125.0K0.00%––
Ameritas Investment Company, LLC2,862$125.5K0.01%––
Quadrant Capital Group LLC2,877$126.0K0.02%––
Northwestern Mutual Wealth Management Co3,082$135.0K0.00%––
Sentry Investment Management LLC3,096$136.0K0.04%––
Allworth Financial LP3,216$141.0K0.00%––
Washington Trust Co3,242$142.0K0.00%––
Amica Retiree Medical Trust3,965$174.0K0.12%––
Eaton Vance Management4,098$180.0K0.00%––
Ameritas Investment Partners, Inc.4,285$188.0K0.01%––
Institutional & Family Asset Management, LLC4,378$192.0K0.04%––
US Bancorp4,381$193.0K0.00%––
Point72 Hong Kong Ltd4,459$196.0K0.02%––
First Hawaiian Bank4,635$204.0K0.01%––