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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
Baron Financial Group, LLC400$21.2K0.01%00.0%Unchanged
First Manhattan Co400$21.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC360$19.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.242$13.0K0.00%−14−5.5%Reduced
Glen Eagle Advisors, LLC241$12.8K0.00%00.0%Unchanged
Larson Financial Group LLC231$12.0K0.00%+1+0.4%Added
Valley National Advisers Inc216$11.0K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC216$11.0K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC169$9.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc156$8.00K0.00%00.0%Unchanged
Private Ocean, LLC158$8.00K0.00%00.0%Unchanged
Arkadios Wealth Advisors159$8.00K0.00%00.0%Unchanged
Concord Wealth Partners150$8.00K0.00%00.0%Unchanged
Earnest Partners LLC128$7.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC131$7.00K0.00%+131New
O'Shaughnessy Asset Management, LLC122$6.00K0.00%00.0%Unchanged
Glassman Wealth Services114$6.00K0.00%+30+35.7%Added
Capstone Investment Advisors, LLC104$6.00K0.00%+104New
Bell Investment Advisors, Inc121$6.00K0.00%+121New
Massmutual Trust Co FSB95$5.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust95$5.00K0.00%−5−5.0%Reduced
Geneos Wealth Management Inc.102$5.00K0.00%00.0%Unchanged
Pacitti Group Inc.98$5.00K0.00%00.0%Unchanged
Smithfield Trust Co70$4.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC61$3.23K0.00%+9+17.3%Added
Gemmer Asset Management LLC65$3.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.48$3.00K0.00%+2+4.3%Added
Old North State Trust, LLC51$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC48$3.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.52$3.00K0.00%+52New
American Portfolios Advisors46$2.44K0.00%+46New
Sonora Investment Management, LLC47$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc31$2.00K0.00%+5+19.2%Added
IFP Advisors, Inc34$2.00K0.00%+34New
Central Trust Co46$2.00K0.00%+46New
Tarbox Family Office, Inc.12$1.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC23$1.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC11$1.00K0.00%00.0%Unchanged
Truvestments Capital LLC24$1.00K0.00%00.0%Unchanged
MCF Advisors LLC12$1.00K0.00%+12New
MV Capital Management, Inc.11$1.00K0.00%+11New
Sutton Wealth Advisors Inc.13$6890.00%−3−18.8%Reduced
Exane Derivatives6$3180.00%00.0%Unchanged
TCI Wealth Advisors, Inc.3$00.00%00.0%Unchanged
Global Retirement Partners, LLC5$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.10$00.00%00.0%Unchanged
Lenox Wealth Advisors, LLC7$00.00%+7New
Mascoma Wealth Management LLC2$00.00%+2New
Meridian Wealth Partners, LLC14$00.00%+14New
Eagle Bay Advisors LLC3$00.00%00.0%Unchanged
Renaissance Technologies LLC0$00.00%−333,298−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−176,311−100.0%Sold out
Capitolis Advisors LLC0$00.00%−109,719−100.0%Sold out
HGI Capital Management, LLC0$00.00%−55,655−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−46,287−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−19,408−100.0%Sold out
Tuttle Tactical Management0$00.00%−17,985−100.0%Sold out
Riverpoint Wealth Management Holdings, LLC0$00.00%−15,026−100.0%Sold out
Lowe Brockenbrough & Co Inc0$00.00%−14,905−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−11,036−100.0%Sold out
BP PLC0$00.00%−10,419−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−10,048−100.0%Sold out
FORA Capital, LLC0$00.00%−8,349−100.0%Sold out
LDR Capital Management LLC0$00.00%−7,700−100.0%Sold out
LMR Partners LLP0$00.00%−7,347−100.0%Sold out
Weld Capital Management LLC0$00.00%−7,347−100.0%Sold out
Laurion Capital Management LP0$00.00%−7,200−100.0%Sold out
Osborne Partners Capital Management, LLC0$00.00%−6,632−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−6,499−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−5,900−100.0%Sold out
Teza Capital Management LLC0$00.00%−5,726−100.0%Sold out
Machina Capital S.A.S.0$00.00%−5,734−100.0%Sold out
Stevens Capital Management LP0$00.00%−5,556−100.0%Sold out
Legacy Private Trust Co.0$00.00%−5,403−100.0%Sold out
Capital Square, LLC0$00.00%−4,862−100.0%Sold out
Wilbanks Smith & Thomas Asset Management LLC0$00.00%−4,510−100.0%Sold out
Hourglass Capital, LLC0$00.00%−4,400−100.0%Sold out
Winton Group Ltd0$00.00%−4,090−100.0%Sold out
Advisory Services Network, LLC0$00.00%−3,206−100.0%Sold out
Clal Insurance Enterprises Holdings Ltd0$00.00%−2,890−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,365−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,122−100.0%Sold out
CVA Family Office, LLC0$00.00%−475−100.0%Sold out
Cutler Group LP0$00.00%−300−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−103−100.0%Sold out
Assetmark, Inc0$00.00%−63−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−24−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
QS Investors, LLC––––Not filed
Cipher Capital LP––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed
CWM, LLC––––Not filed
First Horizon Corp––––Not filed