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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, 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.

Institutional holdersQ4 2021: 471 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 heldQ4 2021: $19.2B
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, Q4 2021

Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q3 2021.

Institutions holding UDR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wilbanks Smith & Thomas Asset Management LLC3,381$203.0K0.01%+3,381New
Arcus Capital Partners, LLC3,395$204.0K0.07%+3,395New
Osborne Partners Capital Management, LLC3,414$205.0K0.01%+3,414New
Toroso Investments, LLC3,447$207.0K0.01%+3,447New
Howard Capital Management Inc.3,448$207.0K0.03%+3,448New
Checchi Capital Advisers, LLC3,462$208.0K0.02%+3,462New
Lincoln National Corp3,500$210.0K0.00%+3,500New
Legend Financial Advisors, Inc.3,500$210.0K0.15%+3,500New
NEIRG Wealth Management, LLC3,496$210.0K0.04%+3,496New
American Investment Services, Inc.3,530$212.0K0.05%+3,530New
NN Investment Partners Holdings N.V.3,551$213.0K0.00%+3,551New
Investment Management of Virginia LLC3,568$214.0K0.03%+3,568New
Bailard, Inc.3,713$223.0K0.01%−1,122−23.2%Reduced
Ameritas Investment Partners, Inc.3,758$225.0K0.01%00.0%Unchanged
Pitcairn Co3,772$226.0K0.01%−41−1.1%Reduced
Ballentine Partners, LLC3,905$234.0K0.01%−10−0.3%Reduced
Veritable, L.P.3,912$235.0K0.00%+35+0.9%Added
Marcum Wealth, LLC3,926$236.0K0.03%−7−0.2%Reduced
Stony Point Wealth Management Inc.3,967$238.0K0.13%+6+0.2%Added
Ieq Capital, LLC3,990$239.0K0.01%−1,669−29.5%Reduced
Spire Wealth Management4,037$242.0K0.01%00.0%Unchanged
Machina Capital S.A.S.4,100$246.0K0.59%+4,100New
First Hawaiian Bank4,147$249.0K0.01%−305−6.9%Reduced
NTV Asset Management LLC4,200$252.0K0.04%−200−4.5%Reduced
Corient Capital Partners, LLC4,342$260.0K0.02%−120−2.7%Reduced
Horst & Graben Wealth Management LLC4,373$262.0K0.07%+28+0.6%Added
Cambridge Investment Research Advisors, Inc.4,445$267.0K0.00%−17−0.4%Reduced
Quadrature Capital Ltd4,633$278.0K0.01%−6,965−60.1%Reduced
Ellevest, Inc.4,846$291.0K0.03%+556+13.0%Added
IBM Retirement Fund4,906$294.0K0.04%−3,365−40.7%Reduced
Raymond James Financial Services Advisors, Inc.4,916$295.0K0.00%+4,916New
IndexIQ Advisors LLC4,944$297.0K0.01%−170−3.3%Reduced
United Capital Financial Advisers, LLC5,076$305.0K0.00%+108+2.2%Added
Eaton Vance Management5,067$305.0K0.00%+735+17.0%Added
Leavell Investment Management, Inc.5,132$308.0K0.02%00.0%Unchanged
Dynamic Technology Lab Private Ltd5,140$309.0K0.03%+5,140New
Tower Bridge Advisors5,200$311.9K0.02%−600−10.3%Reduced
Nomura Holdings Inc5,198$312.0K0.00%−4,479−46.3%Reduced
Longfellow Investment Management Co LLC5,326$320.0K0.05%00.0%Unchanged
Veriti Management LLC5,357$321.0K0.04%−108−2.0%Reduced
Tiedemann Advisors, LLC5,403$324.0K0.02%00.0%Unchanged
Creative Planning5,462$328.0K0.00%+1,078+24.6%Added
Advisor Partners LLC5,479$329.0K0.02%+1,139+26.2%Added
Cookson Peirce & Co Inc5,528$332.0K0.02%+5,528New
Colony Group LLC5,674$340.0K0.01%+5,674New
Verus Financial Partners, Inc.5,698$342.0K0.05%−116−2.0%Reduced
Banque Cantonale Vaudoise5,800$348.0K0.01%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG5,830$349.0K0.00%+5,830New
Impax Asset Management Group plc5,889$353.0K0.00%−160−2.6%Reduced
Burns Matteson Capital Management, LLC5,973$358.3K0.24%+39+0.7%Added
Wolverine Asset Management LLC5,989$359.0K0.00%+5,989New
KCM Investment Advisors LLC6,000$360.0K0.01%00.0%Unchanged
Michael B. Yongue6,000$360.0K0.24%00.0%Unchanged
Renaissance Group LLC6,031$362.0K0.01%00.0%Unchanged
Man Group plc6,100$366.0K0.00%+6,100New
Cetera Advisor Networks LLC6,147$369.0K0.00%+36+0.6%Added
US Bancorp6,160$369.0K0.00%+269+4.6%Added
Baird Financial Group, Inc.6,288$377.0K0.00%00.0%Unchanged
Cetera Investment Advisers6,311$379.0K0.01%+1,484+30.7%Added
Graves-Light Private Wealth Management, Inc.6,347$381.0K0.05%00.0%Unchanged
Krane Funds Advisors LLC6,369$382.0K0.01%−1,228−16.2%Reduced
Wetherby Asset Management Inc6,430$386.0K0.02%+124+2.0%Added
Engineers Gate Manager LP6,470$388.0K0.02%+6,470New
Karpas Strategies, LLC6,481$389.0K0.12%00.0%Unchanged
Northwestern Mutual Wealth Management Co6,504$390.0K0.00%+987+17.9%Added
Cigna Investments Inc6,587$395.0K0.03%−2,000−23.3%Reduced
Ashford Capital Management Inc6,916$415.0K0.04%00.0%Unchanged
Kinneret Advisory, LLC7,041$422.0K0.04%00.0%Unchanged
Keybank National Association7,096$426.0K0.00%+70+1.0%Added
Banco Bilbao Vizcaya Argentaria, S.A.7,277$436.0K0.01%+439+6.4%Added
Castleview Partners, LLC26,395$440.0K0.00%+26,395New
Quantbot Technologies LP7,377$442.0K0.04%+7,377New
Meiji Yasuda Asset Management Co Ltd.7,422$445.0K0.03%+171+2.4%Added
Capital Management Corp7,506$450.0K0.09%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt7,666$460.0K0.03%00.0%Unchanged
Wealthfront Advisers LLC7,685$461.0K0.00%+2,039+36.1%Added
Kentucky Retirement Systems Insurance Trust Fund7,803$468.0K0.04%+661+9.3%Added
Neuberger Berman Group LLC8,083$475.0K0.00%+8,083New
Mercer Global Advisors Inc7,977$479.0K0.00%−474−5.6%Reduced
Chesapeake Wealth Management8,078$484.0K0.16%−115−1.4%Reduced
Finer Wealth Management, Inc.8,064$484.0K0.40%+8,064New
Virtu Financial LLC8,158$489.0K0.05%+8,158New
Illinois Municipal Retirement Fund8,172$490.0K0.01%+8,172New
Commerce Bank8,219$493.0K0.00%+232+2.9%Added
Jane Street Group, LLC8,385$503.0K0.00%−47,921−85.1%Reduced
Duality Advisers, LP8,444$507.0K0.05%−25,774−75.3%Reduced
Vestcor Inc8,524$511.0K0.02%+4,134+94.2%Added
Csenge Advisory Group11,246$558.0K0.05%−215−1.9%Reduced
Private Advisor Group, LLC9,689$581.0K0.00%+9,689New
American National Registered Investment Advisor, Inc.9,767$586.0K0.19%−715−6.8%Reduced
Moody National Bank Trust Division9,896$594.0K0.02%−586−5.6%Reduced
Fca Corp9,951$597.0K0.20%00.0%Unchanged
Ackerman Capital Advisors, LLC10,050$603.0K0.14%00.0%Unchanged
GWM Advisors LLC10,049$603.0K0.01%+10,049New
Voloridge Investment Management, LLC10,121$607.0K0.00%−87,678−89.7%Reduced
Steward Partners Investment Advisory, LLC10,273$616.0K0.01%+91+0.9%Added
Alpine Global Management, LLC10,436$626.0K0.09%+10,436New
Profund Advisors LLC11,421$685.0K0.02%−17,925−61.1%Reduced
Hummer Financial Advisory Services Inc11,722$703.0K0.59%00.0%Unchanged
Telos Capital Management, Inc.11,920$715.0K0.09%−93−0.8%Reduced