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, Q2 2022
Institutional positions in UDR, Inc. as of Jun 30, 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
- 458
- −30 vs. Q1 2022
- Shares held
- 321.0M
- +7.30M (+2.3%) vs. Q1 2022
- Total value
- $14.8B
- −$3.22B (−17.9%) vs. Q1 2022
- New holders
- 48
- 196 more added
- Sold out
- 78
- 138 more reduced
14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 10 | $0 | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 13 | $599 | 0.00% | −26−66.7% | Reduced |
| USA Financial Portformulas Corp | 14 | $1.00K | 0.00% | −13,550−99.9% | Reduced |
| MV Capital Management, Inc. | 19 | $1.00K | 0.00% | −34−64.2% | Reduced |
| Versant Capital Management, Inc | 26 | $1.00K | 0.00% | −5−16.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 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 |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +27 | New |
| Kozak & Associates, Inc. | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 40 | $2.00K | 0.00% | +24+150.0% | Added |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $3.00K | 0.00% | +64 | New |
| Raffa Wealth Management, LLC | 66 | $3.04K | 0.00% | −6−8.3% | Reduced |
| Twin Tree Management, LP | 84 | $4.00K | 0.00% | −254−75.1% | Reduced |
| Geneos Wealth Management Inc. | 100 | $4.00K | 0.00% | −8−7.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 92 | $4.00K | 0.00% | +42+84.0% | Added |
| Brown Brothers Harriman & Co | 84 | $4.00K | 0.00% | +84 | New |
| Proequities, Inc. | 99 | $5.00K | 0.00% | +99 | New |
| Central Trust Co | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 128 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 128 | $6.00K | 0.00% | +120+1,500.0% | Added |
| Curi Capital | 135 | $6.00K | 0.00% | +135 | New |
| CoreCap Advisors, LLC | 135 | $6.00K | 0.00% | +135 | New |
| American Portfolios Advisors | 146 | $6.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 156 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 131 | $7.00K | 0.00% | +131 | New |
| Plante Moran Financial Advisors, LLC | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 204 | $9.00K | 0.00% | +55+36.9% | Added |
| Massmutual Trust Co FSB | 187 | $9.00K | 0.00% | +57+43.8% | Added |
| Valley National Advisers Inc | 216 | $10.0K | 0.00% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 219 | $10.0K | 0.00% | +219 | New |
| Zions Bancorporation, N.A. | 242 | $11.0K | 0.00% | −21−8.0% | Reduced |
| Larson Financial Group LLC | 236 | $11.0K | 0.00% | +2+0.9% | Added |
| Glen Eagle Advisors, LLC | 241 | $11.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 250 | $12.0K | 0.00% | +250 | New |
| BOK Financial Private Wealth, Inc. | 271 | $12.0K | 0.00% | +271 | New |
| State of Wyoming | 289 | $13.0K | 0.01% | −487−62.8% | Reduced |
| Financial Management Professionals, Inc. | 307 | $14.0K | 0.00% | +20+7.0% | Added |
| Parkside Financial Bank & Trust | 309 | $14.0K | 0.00% | +168+119.1% | Added |
| Covestor Ltd | 318 | $15.0K | 0.01% | +6+1.9% | Added |
| Annapolis Financial Services, LLC | 360 | $17.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 400 | $18.4K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 444 | $20.0K | 0.02% | −50−10.1% | Reduced |
| Acima Private Wealth, LLC | 455 | $20.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 448 | $21.0K | 0.00% | +90+25.1% | Added |
| CX Institutional | 481 | $22.0K | 0.00% | +481 | New |
| Duncker Streett & Co Inc | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 495 | $23.0K | 0.01% | +20+4.2% | Added |
| Fortis Advisors, LLC | 540 | $25.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 625 | $29.0K | 0.01% | +503+412.3% | Added |
| Lindbrook Capital, LLC | 643 | $30.0K | 0.00% | −61−8.7% | Reduced |
| M&R Capital Management Inc | 691 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 800 | $37.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 845 | $39.0K | 0.00% | −97−10.3% | Reduced |
| Signaturefd, LLC | 897 | $41.0K | 0.00% | −70−7.2% | Reduced |
| MBM Wealth Consultants, LLC | 514 | $44.0K | 0.02% | +298+138.0% | Added |
| Harvest Fund Management Co., Ltd | 1,030 | $47.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,056 | $49.0K | 0.00% | +49+4.9% | Added |
| Global Retirement Partners, LLC | 1,066 | $49.0K | 0.00% | +25+2.4% | Added |
| Private Trust Co NA | 1,134 | $52.0K | 0.01% | +1,134 | New |
| Hanson & Doremus Investment Management | 1,196 | $55.0K | 0.01% | −338−22.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,335 | $61.0K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 1,468 | $68.0K | 0.06% | +1,468 | New |
| Tobam | 1,543 | $71.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,564 | $72.0K | 0.00% | −340−17.9% | Reduced |
| TD Private Client Wealth LLC | 1,590 | $73.2K | 0.00% | −158−9.0% | Reduced |
| Allworth Financial LP | 1,600 | $74.0K | 0.00% | −95−5.6% | Reduced |
| Parallel Advisors, LLC | 1,683 | $77.0K | 0.00% | −89−5.0% | Reduced |
| Meeder Asset Management Inc | 1,707 | $79.0K | 0.00% | +348+25.6% | Added |
| Sentry Investment Management LLC | 1,805 | $83.0K | 0.04% | −351−16.3% | Reduced |
| CWM, LLC | 1,864 | $86.0K | 0.00% | +10+0.5% | Added |
| US Asset Management LLC | 1,894 | $87.0K | 0.10% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,936 | $89.0K | 0.00% | +91+4.9% | Added |
| American State Bank (Iowa) | 2,000 | $92.1K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $99.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,388 | $110.0K | 0.01% | +11+0.5% | Added |
| Belpointe Asset Management LLC | 2,482 | $114.0K | 0.01% | −98−3.8% | Reduced |
| Quadrant Capital Group LLC | 2,603 | $120.0K | 0.02% | −119−4.4% | Reduced |
| Desjardins Global Asset Management Inc. | 2,620 | $120.0K | 0.02% | +1,695+183.2% | Added |
| Atlas Capital Advisors LLC | 2,622 | $120.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,164 | $146.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,242 | $149.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,758 | $173.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,866 | $178.0K | 0.02% | −3,800−49.6% | Reduced |
| Spire Wealth Management | 3,958 | $182.0K | 0.01% | −21−0.5% | Reduced |
| Credit Agricole S A | 4,157 | $191.0K | 0.01% | +1,986+91.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,181 | $192.0K | 0.01% | +1,762+72.8% | Added |
| Federation des caisses Desjardins du Quebec | 4,307 | $198.3K | 0.00% | +2,780+182.1% | Added |
| Horst & Graben Wealth Management LLC | 4,373 | $201.0K | 0.05% | 00.0% | Unchanged |
| Advisor Partners LLC | 4,580 | $211.0K | 0.01% | −749−14.1% | Reduced |