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Livermore
Livermore
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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, 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.

Institutional holdersQ3 2021: 450 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 heldQ3 2021: $16.8B
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, Q3 2021

Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q2 2021.

Institutions holding UDR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Meiji Yasuda Asset Management Co Ltd.7,251$384.0K0.03%−998−12.1%Reduced
Gsa Capital Partners LLP7,180$380.0K0.04%+7,180New
Kentucky Retirement Systems Insurance Trust Fund7,142$378.0K0.04%−584−7.6%Reduced
Kinneret Advisory, LLC7,041$373.0K0.04%00.0%Unchanged
Keybank National Association7,026$372.0K0.00%−8−0.1%Reduced
Ashford Capital Management Inc6,916$366.0K0.03%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.6,838$362.0K0.01%−308−4.3%Reduced
Karpas Strategies, LLC6,481$358.0K0.12%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.6,347$336.0K0.05%00.0%Unchanged
Wetherby Asset Management Inc6,306$334.0K0.02%+29+0.5%Added
Baird Financial Group, Inc.6,288$333.0K0.00%+53+0.9%Added
Gyon Technologies Capital Management, LP6,126$325.0K0.09%+6,126New
Cetera Advisor Networks LLC6,111$324.0K0.00%−56−0.9%Reduced
Impax Asset Management Group plc6,049$320.0K0.00%00.0%Unchanged
Renaissance Group LLC6,031$320.0K0.01%00.0%Unchanged
KCM Investment Advisors LLC6,000$318.0K0.01%00.0%Unchanged
Michael B. Yongue6,000$318.0K0.23%00.0%Unchanged
Verus Financial Partners, Inc.5,814$316.0K0.05%00.0%Unchanged
Burns Matteson Capital Management, LLC5,934$314.4K0.24%−524−8.1%Reduced
US Bancorp5,891$312.0K0.00%−2,928−33.2%Reduced
Banque Cantonale Vaudoise5,800$308.0K0.01%00.0%Unchanged
Tower Bridge Advisors5,800$307.3K0.02%+600+11.5%Added
Blair William & Co5,773$306.0K0.00%+5,773New
Ieq Capital, LLC5,659$300.0K0.01%+5,659New
Wealthfront Advisers LLC5,646$299.0K0.00%+921+19.5%Added
Northwestern Mutual Wealth Management Co5,517$293.0K0.00%−430−7.2%Reduced
Centiva Capital, LP5,484$291.0K0.02%−8,148−59.8%Reduced
Veriti Management LLC5,465$290.0K0.04%+5,465New
CAPROCK Group, Inc.5,438$288.0K0.03%−356−6.1%Reduced
Tiedemann Advisors, LLC5,403$286.0K0.02%−88−1.6%Reduced
Neo Ivy Capital Management7,640$286.0K0.33%+7,640New
Snowden Capital Advisors LLC5,342$283.0K0.01%−488−8.4%Reduced
Longfellow Investment Management Co LLC5,326$283.0K0.05%00.0%Unchanged
Leavell Investment Management, Inc.5,132$272.0K0.02%00.0%Unchanged
IndexIQ Advisors LLC5,114$271.0K0.01%+137+2.8%Added
United Capital Financial Advisers, LLC4,968$263.0K0.00%−2,136−30.1%Reduced
Cetera Investment Advisers4,827$256.0K0.00%−109−2.2%Reduced
Bailard, Inc.4,835$256.0K0.01%+665+15.9%Added
Mirabella Financial Services LLP4,564$242.0K0.03%+4,564New
First Hawaiian Bank4,452$236.0K0.01%−250−5.3%Reduced
Cambridge Investment Research Advisors, Inc.4,462$236.0K0.00%+3+0.1%Added
Corient Capital Partners, LLC4,462$236.0K0.02%+270+6.4%Added
Vestcor Inc4,390$233.0K0.01%−590−11.8%Reduced
NTV Asset Management LLC4,400$233.0K0.04%+4,400New
Creative Planning4,384$232.0K0.00%+4,384New
Horst & Graben Wealth Management LLC4,345$230.0K0.06%00.0%Unchanged
Advisor Partners LLC4,340$230.0K0.02%+4,340New
Ellevest, Inc.4,290$227.0K0.02%+301+7.5%Added
B. Metzler seel. Sohn & Co. Holding AG4,227$224.0K0.00%−1,088−20.5%Reduced
Tudor Investment Corp Et Al4,122$218.0K0.00%+4,122New
Spire Wealth Management4,037$214.0K0.01%00.0%Unchanged
Stony Point Wealth Management Inc.3,961$210.0K0.13%−236−5.6%Reduced
Maven Securities LTD3,940$209.0K0.02%+3,940New
Ballentine Partners, LLC3,915$208.0K0.01%+3,915New
Marcum Wealth, LLC3,933$208.0K0.03%+3,933New
Veritable, L.P.3,877$205.0K0.00%+3,877New
Leisure Capital Management3,863$205.0K0.11%+3,863New
Pitcairn Co3,813$202.0K0.01%+3,813New
Ameritas Investment Partners, Inc.3,758$199.0K0.01%−527−12.3%Reduced
Washington Trust Co3,242$172.0K0.00%00.0%Unchanged
Whittier Trust Co3,164$168.0K0.00%+160+5.3%Added
Quadrant Capital Group LLC2,760$146.0K0.02%−101−3.5%Reduced
Rockefeller Capital Management L.P.2,733$144.0K0.00%+1,508+123.1%Added
Tradewinds Capital Management, LLC2,700$143.0K0.02%00.0%Unchanged
Ci Investments Inc.2,635$140.0K0.00%+171+6.9%Added
Atlas Capital Advisors LLC2,622$138.9K0.02%00.0%Unchanged
Sentry Investment Management LLC2,469$131.0K0.04%+2,277+1,185.9%Added
Clearstead Advisors, LLC2,377$126.0K0.01%00.0%Unchanged
Blueprint Investment Partners LLC2,338$124.0K0.06%+2,338New
Sandy Spring Bank2,150$114.0K0.01%00.0%Unchanged
TD Private Client Wealth LLC2,032$107.7K0.00%+205+11.2%Added
American State Bank (Iowa)2,000$106.0K0.08%00.0%Unchanged
US Asset Management LLC1,894$100.0K0.10%+1,894New
Bessemer Group Inc1,819$96.0K0.00%+63+3.6%Added
Parallel Advisors, LLC1,809$96.0K0.00%+305+20.3%Added
Credit Agricole S A1,574$83.0K0.00%+787+100.0%Added
Berman Capital Advisors, LLC1,551$81.0K0.01%+473+43.9%Added
Hanson & Doremus Investment Management1,534$81.0K0.02%00.0%Unchanged
Lazard Asset Management LLC1,535$81.0K0.00%+635+70.6%Added
Federation des caisses Desjardins du Quebec1,527$80.8K0.00%+861+129.3%Added
Whittier Trust Co of Nevada Inc1,335$71.0K0.00%00.0%Unchanged
Allworth Financial LP1,310$69.0K0.00%+687+110.3%Added
Eaton Vance Management4,332$59.0K0.00%+703+19.4%Added
First Horizon Advisors, Inc.1,098$58.0K0.00%+53+5.1%Added
Harvest Fund Management Co., Ltd1,030$54.0K0.01%+1,030New
Cullen/Frost Bankers, Inc.800$42.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC800$42.0K0.01%00.0%Unchanged
NEXT Financial Group, Inc766$41.0K0.00%+560+271.8%Added
Tobam749$40.0K0.00%00.0%Unchanged
NuWave Investment Management, LLC711$38.0K0.04%+711New
M&R Capital Management Inc691$36.0K0.01%00.0%Unchanged
Markston International LLC648$34.0K0.03%00.0%Unchanged
Lindbrook Capital, LLC603$32.0K0.01%00.0%Unchanged
CX Institutional563$30.0K0.00%−3−0.5%Reduced
Private Capital Group, LLC539$29.0K0.01%−2−0.4%Reduced
Fortis Advisors, LLC540$29.0K0.02%00.0%Unchanged
Duncker Streett & Co Inc500$26.0K0.00%00.0%Unchanged
Signaturefd, LLC490$26.0K0.00%+205+71.9%Added
Acima Private Wealth, LLC455$24.0K0.01%00.0%Unchanged
Harbour Investments, Inc.441$23.0K0.00%+228+107.0%Added