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, Q1 2022
Institutional positions in UDR, Inc. as of Mar 31, 2022. 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
- 502
- +37 vs. Q4 2021
- Shares held
- 322.4M
- +3.31M (+1.0%) vs. Q4 2021
- Total value
- $18.5B
- −$622.3M (−3.3%) vs. Q4 2021
- New holders
- 73
- 203 more added
- Sold out
- 36
- 143 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 8 | $0 | 0.00% | +8 | New |
| Exane Derivatives | 6 | $344 | 0.00% | +6 | New |
| Assetmark, Inc | 16 | $1.00K | 0.00% | −198−92.5% | Reduced |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 24 | $1.00K | 0.00% | +17+242.9% | Added |
| Blue Bell Private Wealth Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| MCF Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| Oliver Lagore Vanvalin Investment Group | 23 | $1.00K | 0.00% | +23 | New |
| Cutler Group LP | 50 | $2.00K | 0.00% | −100−66.7% | Reduced |
| Versant Capital Management, Inc | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Sutton Wealth Advisors Inc. | 39 | $2.24K | 0.00% | +26+200.0% | Added |
| Gemmer Asset Management LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $3.00K | 0.00% | +23+76.7% | Added |
| Newbridge Financial Services Group, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Smithfield Trust Co | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 72 | $4.13K | 0.00% | +5+7.5% | Added |
| Geneos Wealth Management Inc. | 108 | $6.00K | 0.00% | +8+8.0% | Added |
| GHP Investment Advisors, Inc. | 104 | $6.00K | 0.00% | +104 | New |
| Earnest Partners LLC | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $7.00K | 0.00% | +13+11.1% | Added |
| Central Trust Co | 120 | $7.00K | 0.00% | +120 | New |
| Clear Street Markets LLC | 122 | $7.00K | 0.00% | +122 | New |
| Investors Research Corp | 130 | $7.00K | 0.00% | +130 | New |
| Parkside Financial Bank & Trust | 141 | $8.00K | 0.00% | +46+48.4% | Added |
| American Portfolios Advisors | 146 | $8.38K | 0.00% | +100+217.4% | Added |
| 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 |
| Glassman Wealth Services | 149 | $9.00K | 0.00% | +27+22.1% | Added |
| Plante Moran Financial Advisors, LLC | 169 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 183 | $10.0K | 0.00% | +183 | New |
| Valley National Advisers Inc | 216 | $12.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 216 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 234 | $13.0K | 0.00% | +1+0.4% | Added |
| Glen Eagle Advisors, LLC | 241 | $13.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 263 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 254 | $15.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 287 | $16.0K | 0.00% | +239+497.9% | Added |
| Quantbot Technologies LP | 325 | $18.0K | 0.00% | −7,052−95.6% | Reduced |
| Covestor Ltd | 312 | $18.0K | 0.01% | +121+63.4% | Added |
| Twin Tree Management, LP | 338 | $19.0K | 0.00% | +338 | New |
| Annapolis Financial Services, LLC | 360 | $21.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 358 | $21.0K | 0.00% | +333+1,332.0% | Added |
| First Manhattan Co | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 400 | $22.9K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $26.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 475 | $27.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 494 | $28.0K | 0.01% | −37−7.0% | Reduced |
| Duncker Streett & Co Inc | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 501 | $29.0K | 0.02% | +501 | New |
| Fortis Advisors, LLC | 540 | $31.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 691 | $39.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 684 | $39.0K | 0.01% | +360+111.1% | Added |
| James Investment Research Inc | 702 | $40.0K | 0.00% | −702−50.0% | Reduced |
| Lindbrook Capital, LLC | 704 | $40.0K | 0.01% | +96+15.8% | Added |
| Dark Forest Capital Management LP | 725 | $41.0K | 0.01% | +447+160.8% | Added |
| State of Wyoming | 776 | $45.0K | 0.02% | +776 | New |
| Cullen/Frost Bankers, Inc. | 800 | $46.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,041 | $50.0K | 0.00% | +1,041 | New |
| Desjardins Global Asset Management Inc. | 925 | $53.0K | 0.00% | −56−5.7% | Reduced |
| First Horizon Advisors, Inc. | 942 | $54.0K | 0.00% | −62−6.2% | Reduced |
| Signaturefd, LLC | 967 | $55.0K | 0.00% | +151+18.5% | Added |
| National Bank of Canada | 1,007 | $58.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,030 | $59.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,150 | $66.0K | 0.00% | +1,150 | New |
| Group One Trading, L.P. | 1,300 | $75.0K | 0.00% | −1,752−57.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,335 | $77.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,359 | $78.0K | 0.00% | +1,359 | New |
| Federation des caisses Desjardins du Quebec | 1,527 | $87.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,534 | $88.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 1,543 | $89.0K | 0.00% | +794+106.0% | Added |
| Allworth Financial LP | 1,695 | $97.0K | 0.00% | +240+16.5% | Added |
| TD Private Client Wealth LLC | 1,748 | $100.3K | 0.00% | +571+48.5% | Added |
| Parallel Advisors, LLC | 1,772 | $103.0K | 0.00% | −229−11.4% | Reduced |
| Blueprint Investment Partners LLC | 1,829 | $105.0K | 0.03% | −1,124−38.1% | Reduced |
| Bessemer Group Inc | 1,845 | $106.0K | 0.00% | +30+1.7% | Added |
| CWM, LLC | 1,854 | $106.0K | 0.00% | +593+47.0% | Added |
| Lazard Asset Management LLC | 1,904 | $109.0K | 0.00% | +269+16.5% | Added |
| US Asset Management LLC | 1,894 | $109.0K | 0.10% | +1,894 | New |
| American State Bank (Iowa) | 2,000 | $114.7K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $123.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,156 | $124.0K | 0.04% | −313−12.7% | Reduced |
| Credit Agricole S A | 2,171 | $125.0K | 0.00% | +361+19.9% | Added |
| Clearstead Advisors, LLC | 2,377 | $136.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,419 | $139.0K | 0.01% | +2,419 | New |
| Belpointe Asset Management LLC | 2,580 | $148.0K | 0.01% | +2,580 | New |
| Atlas Capital Advisors LLC | 2,622 | $150.4K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,700 | $155.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,722 | $156.0K | 0.02% | −289−9.6% | Reduced |