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, Q3 2021
Institutional positions in UDR, Inc. as of Sep 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
- 450
- +22 vs. Q2 2021
- Shares held
- 316.4M
- +3.50M (+1.1%) vs. Q2 2021
- Total value
- $16.8B
- +$1.43B (+9.4%) vs. Q2 2021
- New holders
- 59
- 122 more added
- Sold out
- 37
- 174 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Mascoma Wealth Management LLC | 2 | $0 | 0.00% | +2 | New |
| Meridian Wealth Partners, LLC | 14 | $0 | 0.00% | +14 | New |
| Eagle Bay Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 6 | $318 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 13 | $689 | 0.00% | −3−18.8% | Reduced |
| Tarbox Family Office, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Sonora Investment Management, LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $2.00K | 0.00% | +5+19.2% | Added |
| IFP Advisors, Inc | 34 | $2.00K | 0.00% | +34 | New |
| Central Trust Co | 46 | $2.00K | 0.00% | +46 | New |
| American Portfolios Advisors | 46 | $2.44K | 0.00% | +46 | New |
| Gemmer Asset Management LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $3.00K | 0.00% | +2+4.3% | Added |
| Old North State Trust, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 52 | $3.00K | 0.00% | +52 | New |
| Raffa Wealth Management, LLC | 61 | $3.23K | 0.00% | +9+17.3% | Added |
| Smithfield Trust Co | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 95 | $5.00K | 0.00% | −5−5.0% | Reduced |
| Geneos Wealth Management Inc. | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 114 | $6.00K | 0.00% | +30+35.7% | Added |
| Capstone Investment Advisors, LLC | 104 | $6.00K | 0.00% | +104 | New |
| Bell Investment Advisors, Inc | 121 | $6.00K | 0.00% | +121 | New |
| Earnest Partners LLC | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 131 | $7.00K | 0.00% | +131 | New |
| Farmers & Merchants Investments Inc | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 158 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 159 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 169 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 216 | $11.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 216 | $11.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 231 | $12.0K | 0.00% | +1+0.4% | Added |
| Glen Eagle Advisors, LLC | 241 | $12.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 242 | $13.0K | 0.00% | −14−5.5% | Reduced |
| Annapolis Financial Services, LLC | 360 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 400 | $21.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 441 | $23.0K | 0.00% | +228+107.0% | Added |
| Acima Private Wealth, LLC | 455 | $24.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 490 | $26.0K | 0.00% | +205+71.9% | Added |
| Private Capital Group, LLC | 539 | $29.0K | 0.01% | −2−0.4% | Reduced |
| Fortis Advisors, LLC | 540 | $29.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 563 | $30.0K | 0.00% | −3−0.5% | Reduced |
| Lindbrook Capital, LLC | 603 | $32.0K | 0.01% | 00.0% | Unchanged |
| Markston International LLC | 648 | $34.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 691 | $36.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 711 | $38.0K | 0.04% | +711 | New |
| Tobam | 749 | $40.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 766 | $41.0K | 0.00% | +560+271.8% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $42.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 800 | $42.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,030 | $54.0K | 0.01% | +1,030 | New |
| First Horizon Advisors, Inc. | 1,098 | $58.0K | 0.00% | +53+5.1% | Added |
| Eaton Vance Management | 4,332 | $59.0K | 0.00% | +703+19.4% | Added |
| Allworth Financial LP | 1,310 | $69.0K | 0.00% | +687+110.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,335 | $71.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,527 | $80.8K | 0.00% | +861+129.3% | Added |
| Berman Capital Advisors, LLC | 1,551 | $81.0K | 0.01% | +473+43.9% | Added |
| Hanson & Doremus Investment Management | 1,534 | $81.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,535 | $81.0K | 0.00% | +635+70.6% | Added |
| Credit Agricole S A | 1,574 | $83.0K | 0.00% | +787+100.0% | Added |
| Bessemer Group Inc | 1,819 | $96.0K | 0.00% | +63+3.6% | Added |
| Parallel Advisors, LLC | 1,809 | $96.0K | 0.00% | +305+20.3% | Added |
| US Asset Management LLC | 1,894 | $100.0K | 0.10% | +1,894 | New |
| American State Bank (Iowa) | 2,000 | $106.0K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,032 | $107.7K | 0.00% | +205+11.2% | Added |
| Sandy Spring Bank | 2,150 | $114.0K | 0.01% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,338 | $124.0K | 0.06% | +2,338 | New |
| Clearstead Advisors, LLC | 2,377 | $126.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,469 | $131.0K | 0.04% | +2,277+1,185.9% | Added |
| Atlas Capital Advisors LLC | 2,622 | $138.9K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,635 | $140.0K | 0.00% | +171+6.9% | Added |
| Tradewinds Capital Management, LLC | 2,700 | $143.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,733 | $144.0K | 0.00% | +1,508+123.1% | Added |
| Quadrant Capital Group LLC | 2,760 | $146.0K | 0.02% | −101−3.5% | Reduced |
| Whittier Trust Co | 3,164 | $168.0K | 0.00% | +160+5.3% | Added |
| Washington Trust Co | 3,242 | $172.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,758 | $199.0K | 0.01% | −527−12.3% | Reduced |
| Pitcairn Co | 3,813 | $202.0K | 0.01% | +3,813 | New |
| Veritable, L.P. | 3,877 | $205.0K | 0.00% | +3,877 | New |
| Leisure Capital Management | 3,863 | $205.0K | 0.11% | +3,863 | New |
| Ballentine Partners, LLC | 3,915 | $208.0K | 0.01% | +3,915 | New |
| Marcum Wealth, LLC | 3,933 | $208.0K | 0.03% | +3,933 | New |
| Maven Securities LTD | 3,940 | $209.0K | 0.02% | +3,940 | New |
| Stony Point Wealth Management Inc. | 3,961 | $210.0K | 0.13% | −236−5.6% | Reduced |
| Spire Wealth Management | 4,037 | $214.0K | 0.01% | 00.0% | Unchanged |