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, Q2 2021
Institutional positions in UDR, Inc. as of Jun 30, 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
- 434
- −1 vs. Q1 2021
- Shares held
- 313.9M
- +16.0M (+5.4%) vs. Q1 2021
- Total value
- $15.4B
- +$2.32B (+17.8%) vs. Q1 2021
- New holders
- 53
- 135 more added
- Sold out
- 54
- 155 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 522 | $13.5B |
| Q1 2026 | 528 | $11.0B |
| Q4 2025 | 525 | $12.5B |
| Q3 2025 | 512 | $11.3B |
| Q2 2025 | 527 | $13.5B |
| Q1 2025 | 512 | $15.0B |
| Q4 2024 | 513 | $14.5B |
| Q3 2024 | 507 | $14.9B |
| Q2 2024 | 481 | $13.3B |
| Q1 2024 | 453 | $12.2B |
| Q4 2023 | 461 | $12.3B |
| Q3 2023 | 449 | $11.4B |
| Q2 2023 | 442 | $14.1B |
| Q1 2023 | 438 | $13.6B |
| Q4 2022 | 445 | $12.5B |
| Q3 2022 | 444 | $13.5B |
| Q2 2022 | 458 | $14.8B |
| Q1 2022 | 502 | $18.5B |
| Q4 2021 | 471 | $19.2B |
| Q3 2021 | 450 | $16.8B |
| Q2 2021 | 434 | $15.4B |
| Q1 2021 | 438 | $13.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $0 | 0.00% | −8−44.4% | Reduced |
| Global Retirement Partners, LLC | 5 | $0 | 0.00% | +5 | New |
| Exane Derivatives | 6 | $311 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $784 | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Truvestments Capital LLC | 24 | $1.00K | 0.00% | +24 | New |
| First Horizon Corp | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 46 | $2.00K | 0.00% | +5+12.2% | Added |
| Old North State Trust, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 47 | $2.00K | 0.00% | +47 | New |
| Raffa Wealth Management, LLC | 52 | $2.55K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 63 | $3.00K | 0.00% | +8+14.5% | Added |
| Glassman Wealth Services | 84 | $4.00K | 0.00% | +4+5.0% | Added |
| Pacitti Group Inc. | 98 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 102 | $5.00K | 0.00% | −1,053−91.2% | Reduced |
| Massmutual Trust Co FSB | 95 | $5.00K | 0.00% | −49−34.0% | Reduced |
| Parkside Financial Bank & Trust | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 103 | $5.00K | 0.00% | +103 | New |
| Earnest Partners LLC | 128 | $6.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 122 | $6.00K | 0.00% | +76+165.2% | Added |
| Concord Wealth Partners | 150 | $7.00K | 0.00% | −4−2.6% | Reduced |
| Arkadios Wealth Advisors | 159 | $7.00K | 0.00% | +126+381.8% | Added |
| Farmers & Merchants Investments Inc | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 158 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 192 | $9.00K | 0.00% | −2,904−93.8% | Reduced |
| Harbour Investments, Inc. | 213 | $10.0K | 0.00% | +48+29.1% | Added |
| NEXT Financial Group, Inc | 206 | $10.0K | 0.00% | +189+1,111.8% | Added |
| Larson Financial Group LLC | 230 | $11.0K | 0.00% | +2+0.9% | Added |
| Valley National Advisers Inc | 216 | $11.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 216 | $11.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 241 | $11.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 256 | $13.0K | 0.00% | −2−0.8% | Reduced |
| Cutler Group LP | 300 | $14.0K | 0.00% | −200−40.0% | Reduced |
| Signaturefd, LLC | 285 | $14.0K | 0.00% | +142+99.3% | Added |
| Annapolis Financial Services, LLC | 360 | $18.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 400 | $19.6K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $22.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 475 | $23.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $24.0K | 0.00% | −780−60.9% | Reduced |
| Fortis Advisors, LLC | 540 | $26.0K | 0.02% | +540 | New |
| Private Capital Group, LLC | 541 | $27.0K | 0.01% | +58+12.0% | Added |
| CX Institutional | 566 | $28.0K | 0.00% | +106+23.0% | Added |
| Lindbrook Capital, LLC | 603 | $30.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 623 | $31.0K | 0.00% | −2,593−80.6% | Reduced |
| Markston International LLC | 648 | $32.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 666 | $32.6K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 691 | $33.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 749 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 800 | $39.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 800 | $39.0K | 0.01% | +800 | New |
| Credit Agricole S A | 787 | $39.0K | 0.00% | +787 | New |
| Lazard Asset Management LLC | 900 | $44.0K | 0.00% | +900 | New |
| CWM, LLC | 1,008 | $49.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,534 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,045 | $51.0K | 0.00% | −93−8.2% | Reduced |
| Berman Capital Advisors, LLC | 1,078 | $52.0K | 0.01% | +143+15.3% | Added |
| Quantbot Technologies LP | 1,122 | $54.0K | 0.00% | +1,122 | New |
| Rockefeller Capital Management L.P. | 1,225 | $59.0K | 0.00% | −244−16.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,335 | $65.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,365 | $67.0K | 0.00% | −4,195−75.4% | Reduced |
| Parallel Advisors, LLC | 1,504 | $74.0K | 0.00% | +206+15.9% | Added |
| San Francisco Sentry Investment Group (Ca) | 1,550 | $76.0K | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,710 | $84.0K | 0.01% | −2,749−61.7% | Reduced |
| Bessemer Group Inc | 1,756 | $86.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,827 | $89.5K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,000 | $98.0K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $106.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,377 | $116.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,464 | $121.0K | 0.00% | −15,620−86.4% | Reduced |
| Ossiam | 2,211 | $122.0K | 0.00% | +2,211 | New |
| Atlas Capital Advisors LLC | 2,622 | $128.4K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,700 | $132.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,861 | $140.0K | 0.02% | −16−0.6% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 2,890 | $142.0K | 0.00% | +1,013+54.0% | Added |
| Whittier Trust Co | 3,004 | $147.0K | 0.00% | +160+5.6% | Added |
| Advisory Services Network, LLC | 3,206 | $157.0K | 0.00% | +3,206 | New |
| Washington Trust Co | 3,242 | $159.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 3,629 | $178.0K | 0.00% | −469−11.4% | Reduced |
| Ellevest, Inc. | 3,989 | $195.0K | 0.02% | +1,724+76.1% | Added |
| Spire Wealth Management | 4,037 | $198.0K | 0.01% | −1,392−25.6% | Reduced |
| Winton Group Ltd | 4,090 | $200.0K | 0.01% | +4,090 | New |
| Janney Montgomery Scott LLC | 4,130 | $202.0K | 0.00% | +4,130 | New |
| Bailard, Inc. | 4,170 | $204.0K | 0.01% | +4,170 | New |
| Corient Capital Partners, LLC | 4,192 | $205.0K | 0.01% | +4,192 | New |
| Stony Point Wealth Management Inc. | 4,197 | $206.0K | 0.13% | +4,197 | New |
| Ameritas Investment Partners, Inc. | 4,285 | $210.0K | 0.01% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 4,345 | $213.0K | 0.06% | +4,345 | New |
| Hourglass Capital, LLC | 4,400 | $216.0K | 0.05% | +4,400 | New |
| Cambridge Investment Research Advisors, Inc. | 4,459 | $218.0K | 0.00% | −34,278−88.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,510 | $221.0K | 0.01% | +4,510 | New |