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, Q4 2021
Institutional positions in UDR, Inc. as of Dec 31, 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
- 471
- +25 vs. Q3 2021
- Shares held
- 319.3M
- +2.96M (+0.9%) vs. Q3 2021
- Total value
- $19.2B
- +$2.39B (+14.2%) vs. Q3 2021
- New holders
- 75
- 162 more added
- Sold out
- 50
- 147 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lenox Wealth Advisors, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 7 | $0 | 0.00% | +7 | New |
| Addison Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 13 | $780 | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 25 | $1.00K | 0.00% | −7,615−99.7% | Reduced |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | −2,619−99.4% | 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 |
| AdvisorNet Financial, Inc | 25 | $1.00K | 0.00% | +25 | New |
| Carroll Financial Associates, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +13 | New |
| Core Alternative Capital | 24 | $1.00K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 40 | $2.00K | 0.00% | −8−16.7% | Reduced |
| Versant Capital Management, Inc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $2.00K | 0.00% | +19+172.7% | Added |
| American Portfolios Advisors | 46 | $2.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 45 | $3.00K | 0.00% | +11+32.4% | Added |
| Stonebridge Capital Advisors LLC | 69 | $4.00K | 0.00% | −62−47.3% | Reduced |
| Smithfield Trust Co | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $4.02K | 0.00% | +6+9.8% | Added |
| Geneos Wealth Management Inc. | 100 | $5.00K | 0.00% | −2−2.0% | Reduced |
| Amplius Wealth Advisors, LLC | 85 | $5.00K | 0.00% | +85 | New |
| Parkside Financial Bank & Trust | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 108 | $6.00K | 0.00% | +108 | New |
| Confluence Wealth Services, Inc. | 108 | $6.00K | 0.00% | +108 | New |
| Glassman Wealth Services | 122 | $7.00K | 0.00% | +8+7.0% | Added |
| Bell Investment Advisors, Inc | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 117 | $7.00K | 0.00% | +22+23.2% | Added |
| Earnest Partners LLC | 128 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 150 | $8.00K | 0.00% | +150 | New |
| CoreCap Advisors, LLC | 135 | $8.00K | 0.00% | +135 | New |
| Tucker Asset Management LLC | 140 | $8.38K | 0.00% | +140 | New |
| Farmers & Merchants Investments Inc | 156 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 158 | $9.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 169 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 191 | $11.0K | 0.02% | +191 | New |
| Valley National Advisers Inc | 216 | $13.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 216 | $13.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 214 | $13.0K | 0.00% | +214 | New |
| Larson Financial Group LLC | 233 | $14.0K | 0.00% | +2+0.9% | Added |
| Glen Eagle Advisors, LLC | 241 | $14.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 254 | $15.0K | 0.01% | +254 | New |
| Zions Bancorporation, N.A. | 263 | $16.0K | 0.00% | +21+8.7% | Added |
| Dark Forest Capital Management LP | 278 | $17.0K | 0.01% | +278 | New |
| Chilton Capital Management LLC | 308 | $18.0K | 0.00% | +308 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 324 | $19.0K | 0.01% | +324 | New |
| Annapolis Financial Services, LLC | 360 | $22.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 370 | $22.0K | 0.01% | +370 | New |
| First Manhattan Co | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $27.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 475 | $28.0K | 0.01% | +475 | New |
| Duncker Streett & Co Inc | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 540 | $32.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 531 | $32.0K | 0.01% | −8−1.5% | Reduced |
| Lindbrook Capital, LLC | 608 | $36.0K | 0.01% | +5+0.8% | Added |
| CenterStar Asset Management, LLC | – | $40.0K | 0.03% | – | New |
| M&R Capital Management Inc | 691 | $41.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 749 | $45.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 800 | $48.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 800 | $48.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 816 | $49.0K | 0.00% | +326+66.5% | Added |
| Capstone Investment Advisors, LLC | 830 | $50.0K | 0.00% | +726+698.1% | Added |
| NEXT Financial Group, Inc | 870 | $52.0K | 0.00% | +104+13.6% | Added |
| NuWave Investment Management, LLC | 943 | $57.0K | 0.06% | +232+32.6% | Added |
| Desjardins Global Asset Management Inc. | 981 | $58.0K | 0.00% | +981 | New |
| First Horizon Advisors, Inc. | 1,004 | $60.0K | 0.00% | −94−8.6% | Reduced |
| National Bank of Canada | 1,007 | $60.0K | 0.00% | +1,007 | New |
| Harvest Fund Management Co., Ltd | 1,030 | $61.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,177 | $70.6K | 0.00% | −855−42.1% | Reduced |
| CWM, LLC | 1,261 | $76.0K | 0.00% | +1,261 | New |
| Whittier Trust Co of Nevada Inc | 1,335 | $80.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 1,404 | $84.0K | 0.01% | +1,404 | New |
| Allworth Financial LP | 1,455 | $87.0K | 0.00% | +145+11.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,527 | $91.5K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,534 | $92.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,635 | $98.0K | 0.00% | +100+6.5% | Added |
| Bessemer Group Inc | 1,815 | $109.0K | 0.00% | −4−0.2% | Reduced |
| Credit Agricole S A | 1,810 | $109.0K | 0.00% | +236+15.0% | Added |
| American State Bank (Iowa) | 2,000 | $120.0K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,001 | $120.0K | 0.00% | +192+10.6% | Added |
| Sandy Spring Bank | 2,150 | $129.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,377 | $143.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,469 | $148.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,622 | $157.3K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,700 | $162.0K | 0.02% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,953 | $177.2K | 0.04% | +615+26.3% | Added |
| Quadrant Capital Group LLC | 3,011 | $181.0K | 0.02% | +251+9.1% | Added |
| Group One Trading, L.P. | 3,052 | $183.0K | 0.00% | +3,052 | New |
| Whittier Trust Co | 3,164 | $190.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,176 | $190.0K | 0.00% | +443+16.2% | Added |
| Washington Trust Advisors, Inc. | 3,242 | $194.0K | 0.01% | +3,242 | New |
| Park Avenue Securities LLC | 3,334 | $200.0K | 0.00% | +3,334 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,560 | $200.0K | 0.13% | +3,560 | New |