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 |
|---|---|---|---|---|---|
| NuWave Investment Management, LLC | 943 | $57.0K | 0.06% | +232+32.6% | Added |
| NEXT Financial Group, Inc | 870 | $52.0K | 0.00% | +104+13.6% | Added |
| Capstone Investment Advisors, LLC | 830 | $50.0K | 0.00% | +726+698.1% | Added |
| Signaturefd, LLC | 816 | $49.0K | 0.00% | +326+66.5% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $48.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 800 | $48.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 749 | $45.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 691 | $41.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $40.0K | 0.03% | – | New |
| Lindbrook Capital, LLC | 608 | $36.0K | 0.01% | +5+0.8% | Added |
| Fortis Advisors, LLC | 540 | $32.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 531 | $32.0K | 0.01% | −8−1.5% | Reduced |
| Duncker Streett & Co Inc | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 475 | $28.0K | 0.01% | +475 | New |
| Acima Private Wealth, LLC | 455 | $27.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 360 | $22.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 370 | $22.0K | 0.01% | +370 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 324 | $19.0K | 0.01% | +324 | New |
| Chilton Capital Management LLC | 308 | $18.0K | 0.00% | +308 | New |
| Dark Forest Capital Management LP | 278 | $17.0K | 0.01% | +278 | New |
| Zions Bancorporation, N.A. | 263 | $16.0K | 0.00% | +21+8.7% | Added |
| Fortitude Advisory Group L.L.C. | 254 | $15.0K | 0.01% | +254 | New |
| Glen Eagle Advisors, LLC | 241 | $14.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 233 | $14.0K | 0.00% | +2+0.9% | Added |
| 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 |
| Covestor Ltd | 191 | $11.0K | 0.02% | +191 | New |
| Plante Moran Financial Advisors, LLC | 169 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tucker Asset Management LLC | 140 | $8.38K | 0.00% | +140 | New |
| 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 |
| 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 |
| 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 |
| Geneos Wealth Management Inc. | 100 | $5.00K | 0.00% | −2−2.0% | Reduced |
| Amplius Wealth Advisors, LLC | 85 | $5.00K | 0.00% | +85 | New |
| Raffa Wealth Management, LLC | 67 | $4.02K | 0.00% | +6+9.8% | 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 |
| 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 |
| American Portfolios Advisors | 46 | $2.76K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 13 | $780 | 0.00% | 00.0% | Unchanged |
| 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 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −450,497−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −188,369−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −183,782−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −149,358−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −116,910−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −80,031−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −57,859−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −57,300−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −50,979−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −46,342−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −40,006−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −47,793−100.0% | Sold out |
| Sovarnum Capital L.P. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −22,810−100.0% | Sold out |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −16,330−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −13,770−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −13,342−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −12,461−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,863−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −7,768−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7,468−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,180−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −6,126−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,484−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −5,438−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |