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 |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 6,481 | $317.0K | 0.11% | −200−3.0% | Reduced |
| Burns Matteson Capital Management, LLC | 6,458 | $316.3K | 0.25% | +50+0.8% | Added |
| Verus Financial Partners, Inc. | 5,814 | $315.0K | 0.05% | +738+14.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,347 | $311.0K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,277 | $307.0K | 0.02% | −46−0.7% | Reduced |
| Baird Financial Group, Inc. | 6,235 | $305.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6,167 | $302.0K | 0.00% | +226+3.8% | Added |
| Impax Asset Management Group plc | 6,049 | $296.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Group LLC | 6,031 | $295.0K | 0.01% | −244−3.9% | Reduced |
| KCM Investment Advisors LLC | 6,000 | $294.0K | 0.01% | 00.0% | Unchanged |
| Michael B. Yongue | 6,000 | $294.0K | 0.22% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,947 | $292.0K | 0.00% | +2,865+93.0% | Added |
| Meiji Yasuda Life Insurance Co | 5,900 | $289.0K | 0.01% | +5,900 | New |
| Snowden Capital Advisors LLC | 5,830 | $285.6K | 0.01% | +100+1.7% | Added |
| CAPROCK Group, Inc. | 5,794 | $284.0K | 0.03% | −985−14.5% | Reduced |
| Banque Cantonale Vaudoise | 5,800 | $284.0K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,726 | $280.0K | 0.05% | −7,709−57.4% | Reduced |
| Mercer Global Advisors Inc | 5,696 | $279.0K | 0.00% | −117−2.0% | Reduced |
| Machina Capital S.A.S. | 5,734 | $279.0K | 0.47% | +5,734 | New |
| Nomura Holdings Inc | 5,545 | $272.0K | 0.00% | +5,453+5,927.2% | Added |
| Stevens Capital Management LP | 5,556 | $272.0K | 0.08% | +5,556 | New |
| Tiedemann Advisors, LLC | 5,491 | $269.0K | 0.01% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 5,403 | $265.0K | 0.02% | 00.0% | Unchanged |
| Capital Square, LLC | 4,862 | $264.0K | 0.19% | −390−7.4% | Reduced |
| Longfellow Investment Management Co LLC | 5,326 | $261.0K | 0.04% | −3,573−40.2% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 5,315 | $260.0K | 0.00% | −4,300−44.7% | Reduced |
| Tower Bridge Advisors | 5,200 | $254.7K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 4,980 | $244.0K | 0.01% | −2,983−37.5% | Reduced |
| IndexIQ Advisors LLC | 4,977 | $244.0K | 0.01% | +301+6.4% | Added |
| Cetera Investment Advisers | 4,936 | $242.0K | 0.00% | +4,936 | New |
| Wealthfront Advisers LLC | 4,725 | $231.0K | 0.00% | +4,725 | New |
| First Hawaiian Bank | 4,702 | $230.0K | 0.01% | +67+1.4% | Added |
| Leavell Investment Management, Inc. | 5,132 | $225.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,510 | $221.0K | 0.01% | +4,510 | New |
| Cambridge Investment Research Advisors, Inc. | 4,459 | $218.0K | 0.00% | −34,278−88.5% | Reduced |
| Hourglass Capital, LLC | 4,400 | $216.0K | 0.05% | +4,400 | New |
| Horst & Graben Wealth Management LLC | 4,345 | $213.0K | 0.06% | +4,345 | New |
| Ameritas Investment Partners, Inc. | 4,285 | $210.0K | 0.01% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 4,197 | $206.0K | 0.13% | +4,197 | New |
| Corient Capital Partners, LLC | 4,192 | $205.0K | 0.01% | +4,192 | New |
| Bailard, Inc. | 4,170 | $204.0K | 0.01% | +4,170 | New |
| Janney Montgomery Scott LLC | 4,130 | $202.0K | 0.00% | +4,130 | New |
| Winton Group Ltd | 4,090 | $200.0K | 0.01% | +4,090 | New |
| Spire Wealth Management | 4,037 | $198.0K | 0.01% | −1,392−25.6% | Reduced |
| Ellevest, Inc. | 3,989 | $195.0K | 0.02% | +1,724+76.1% | Added |
| Eaton Vance Management | 3,629 | $178.0K | 0.00% | −469−11.4% | Reduced |
| Washington Trust Co | 3,242 | $159.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,206 | $157.0K | 0.00% | +3,206 | New |
| Whittier Trust Co | 3,004 | $147.0K | 0.00% | +160+5.6% | Added |
| Clal Insurance Enterprises Holdings Ltd | 2,890 | $142.0K | 0.00% | +1,013+54.0% | Added |
| Quadrant Capital Group LLC | 2,861 | $140.0K | 0.02% | −16−0.6% | Reduced |
| Tradewinds Capital Management, LLC | 2,700 | $132.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,622 | $128.4K | 0.02% | 00.0% | Unchanged |
| Ossiam | 2,211 | $122.0K | 0.00% | +2,211 | New |
| Ci Investments Inc. | 2,464 | $121.0K | 0.00% | −15,620−86.4% | Reduced |
| Clearstead Advisors, LLC | 2,377 | $116.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $106.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,000 | $98.0K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,827 | $89.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,756 | $86.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,710 | $84.0K | 0.01% | −2,749−61.7% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 1,550 | $76.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,504 | $74.0K | 0.00% | +206+15.9% | Added |
| Acadian Asset Management LLC | 1,365 | $67.0K | 0.00% | −4,195−75.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,335 | $65.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,225 | $59.0K | 0.00% | −244−16.6% | Reduced |
| Quantbot Technologies LP | 1,122 | $54.0K | 0.00% | +1,122 | New |
| Berman Capital Advisors, LLC | 1,078 | $52.0K | 0.01% | +143+15.3% | Added |
| First Horizon Advisors, Inc. | 1,045 | $51.0K | 0.00% | −93−8.2% | Reduced |
| Hanson & Doremus Investment Management | 1,534 | $50.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,008 | $49.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 900 | $44.0K | 0.00% | +900 | New |
| 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 |
| Tobam | 749 | $37.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 691 | $33.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 666 | $32.6K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 648 | $32.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 623 | $31.0K | 0.00% | −2,593−80.6% | Reduced |
| Lindbrook Capital, LLC | 603 | $30.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 566 | $28.0K | 0.00% | +106+23.0% | Added |
| Private Capital Group, LLC | 541 | $27.0K | 0.01% | +58+12.0% | Added |
| Fortis Advisors, LLC | 540 | $26.0K | 0.02% | +540 | New |
| Duncker Streett & Co Inc | 500 | $24.0K | 0.00% | −780−60.9% | Reduced |
| CVA Family Office, LLC | 475 | $23.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $22.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 400 | $19.6K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 360 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 300 | $14.0K | 0.00% | −200−40.0% | Reduced |
| Signaturefd, LLC | 285 | $14.0K | 0.00% | +142+99.3% | Added |
| Zions Bancorporation, N.A. | 256 | $13.0K | 0.00% | −2−0.8% | Reduced |
| Glen Eagle Advisors, LLC | 241 | $11.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sentry Investment Management LLC | 192 | $9.00K | 0.00% | −2,904−93.8% | Reduced |