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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 3,164 | $181.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,722 | $156.0K | 0.02% | −289−9.6% | Reduced |
| Tradewinds Capital Management, LLC | 2,700 | $155.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,622 | $150.4K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,580 | $148.0K | 0.01% | +2,580 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,419 | $139.0K | 0.01% | +2,419 | New |
| Clearstead Advisors, LLC | 2,377 | $136.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,171 | $125.0K | 0.00% | +361+19.9% | Added |
| Sentry Investment Management LLC | 2,156 | $124.0K | 0.04% | −313−12.7% | Reduced |
| Sandy Spring Bank | 2,150 | $123.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,000 | $114.7K | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| Blueprint Investment Partners LLC | 1,829 | $105.0K | 0.03% | −1,124−38.1% | Reduced |
| Parallel Advisors, LLC | 1,772 | $103.0K | 0.00% | −229−11.4% | Reduced |
| TD Private Client Wealth LLC | 1,748 | $100.3K | 0.00% | +571+48.5% | Added |
| Allworth Financial LP | 1,695 | $97.0K | 0.00% | +240+16.5% | Added |
| Tobam | 1,543 | $89.0K | 0.00% | +794+106.0% | Added |
| Hanson & Doremus Investment Management | 1,534 | $88.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,527 | $87.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,359 | $78.0K | 0.00% | +1,359 | New |
| Whittier Trust Co of Nevada Inc | 1,335 | $77.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,300 | $75.0K | 0.00% | −1,752−57.4% | Reduced |
| Prospera Financial Services Inc | 1,150 | $66.0K | 0.00% | +1,150 | New |
| Harvest Fund Management Co., Ltd | 1,030 | $59.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,007 | $58.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 967 | $55.0K | 0.00% | +151+18.5% | Added |
| First Horizon Advisors, Inc. | 942 | $54.0K | 0.00% | −62−6.2% | Reduced |
| Desjardins Global Asset Management Inc. | 925 | $53.0K | 0.00% | −56−5.7% | Reduced |
| Global Retirement Partners, LLC | 1,041 | $50.0K | 0.00% | +1,041 | New |
| Cullen/Frost Bankers, Inc. | 800 | $46.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 776 | $45.0K | 0.02% | +776 | New |
| Dark Forest Capital Management LP | 725 | $41.0K | 0.01% | +447+160.8% | 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 |
| 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 |
| Fortis Advisors, LLC | 540 | $31.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 501 | $29.0K | 0.02% | +501 | New |
| Private Capital Group, LLC | 494 | $28.0K | 0.01% | −37−7.0% | Reduced |
| CVA Family Office, LLC | 475 | $27.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $26.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 400 | $22.9K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Twin Tree Management, LP | 338 | $19.0K | 0.00% | +338 | New |
| Quantbot Technologies LP | 325 | $18.0K | 0.00% | −7,052−95.6% | Reduced |
| Covestor Ltd | 312 | $18.0K | 0.01% | +121+63.4% | Added |
| Financial Management Professionals, Inc. | 287 | $16.0K | 0.00% | +239+497.9% | Added |
| 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 |
| Glen Eagle Advisors, LLC | 241 | $13.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 234 | $13.0K | 0.00% | +1+0.4% | Added |
| Valley National Advisers Inc | 216 | $12.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 216 | $12.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 169 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 183 | $10.0K | 0.00% | +183 | 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 |
| Glassman Wealth Services | 149 | $9.00K | 0.00% | +27+22.1% | Added |
| American Portfolios Advisors | 146 | $8.38K | 0.00% | +100+217.4% | Added |
| Parkside Financial Bank & Trust | 141 | $8.00K | 0.00% | +46+48.4% | Added |
| 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 |
| Geneos Wealth Management Inc. | 108 | $6.00K | 0.00% | +8+8.0% | Added |
| GHP Investment Advisors, Inc. | 104 | $6.00K | 0.00% | +104 | New |
| Raffa Wealth Management, LLC | 72 | $4.13K | 0.00% | +5+7.5% | Added |
| Smithfield Trust Co | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 39 | $2.24K | 0.00% | +26+200.0% | Added |
| 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 |
| 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 |
| Exane Derivatives | 6 | $344 | 0.00% | +6 | New |
| 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 |