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, Q3 2022
Institutional positions in UDR, Inc. as of Sep 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
- 444
- −10 vs. Q2 2022
- Shares held
- 323.1M
- +2.07M (+0.6%) vs. Q2 2022
- Total value
- $13.5B
- −$1.30B (−8.8%) vs. Q2 2022
- New holders
- 38
- 171 more added
- Sold out
- 48
- 153 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 11 | $0 | 0.00% | −2,377−99.5% | Reduced |
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 21 | $876 | 0.00% | +8+61.5% | Added |
| Abound Wealth Management | 23 | $967 | 0.00% | +23 | New |
| MCF Advisors LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 14 | $1.00K | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $1.00K | 0.00% | +17 | New |
| HighMark Wealth Management LLC | 34 | $1.00K | 0.00% | +34 | New |
| American Portfolios Advisors | 46 | $1.92K | 0.00% | −100−68.5% | Reduced |
| Kozak & Associates, Inc. | 53 | $2.00K | 0.00% | +1+1.9% | Added |
| Prestige Wealth Management Group LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $2.00K | 0.00% | +24+126.3% | Added |
| Raffa Wealth Management, LLC | 52 | $2.17K | 0.00% | −14−21.2% | Reduced |
| Proequities, Inc. | 81 | $3.00K | 0.00% | −18−18.2% | Reduced |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $3.00K | 0.00% | +12+18.8% | Added |
| EverSource Wealth Advisors, LLC | 82 | $3.00K | 0.00% | +82 | New |
| Financial Management Professionals, Inc. | 102 | $4.00K | 0.00% | −205−66.8% | Reduced |
| Brown Brothers Harriman & Co | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 95 | $4.00K | 0.00% | +95 | New |
| Earnest Partners LLC | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 137 | $6.00K | 0.00% | +6+4.6% | Added |
| HHM Wealth Advisors, LLC | 152 | $6.00K | 0.00% | +152 | New |
| Plante Moran Financial Advisors, LLC | 169 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 170 | $7.00K | 0.00% | +170 | New |
| Farmers & Merchants Investments Inc | 191 | $8.00K | 0.00% | +35+22.4% | Added |
| Quent Capital, LLC | 190 | $8.00K | 0.00% | +190 | New |
| MBM Wealth Consultants, LLC | 216 | $9.00K | 0.00% | −298−58.0% | Reduced |
| Valley National Advisers Inc | 216 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 204 | $9.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 224 | $9.00K | 0.00% | +224 | New |
| Zions Bancorporation, N.A. | 242 | $10.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 238 | $10.0K | 0.00% | +2+0.8% | Added |
| Glen Eagle Advisors, LLC | 241 | $10.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 256 | $11.0K | 0.00% | +69+36.9% | Added |
| Twin Tree Management, LP | 289 | $12.0K | 0.00% | +205+244.0% | Added |
| Covestor Ltd | 312 | $13.0K | 0.01% | −6−1.9% | Reduced |
| Annapolis Financial Services, LLC | 360 | $15.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 365 | $15.0K | 0.00% | +365 | New |
| First Manhattan Co | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 433 | $18.0K | 0.01% | +124+40.1% | Added |
| Ci Investments Inc. | 422 | $18.0K | 0.00% | +382+955.0% | Added |
| Acima Private Wealth, LLC | 455 | $19.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 448 | $19.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 519 | $22.0K | 0.00% | −1,164−69.2% | Reduced |
| Fortis Advisors, LLC | 540 | $23.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 611 | $25.0K | 0.02% | +605+10,083.3% | Added |
| Pacer Advisors, Inc. | 623 | $26.0K | 0.00% | −156,962−99.6% | Reduced |
| M&R Capital Management Inc | 691 | $28.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 766 | $32.0K | 0.00% | −3,100−80.2% | Reduced |
| Signaturefd, LLC | 759 | $32.0K | 0.00% | −138−15.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 800 | $33.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 850 | $35.0K | 0.01% | +355+71.7% | Added |
| Lindbrook Capital, LLC | 930 | $39.0K | 0.01% | +287+44.6% | Added |
| First Horizon Advisors, Inc. | 948 | $40.0K | 0.00% | +103+12.2% | Added |
| Global Retirement Partners, LLC | 1,047 | $42.0K | 0.00% | −19−1.8% | Reduced |
| Private Trust Co NA | 1,134 | $47.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,196 | $50.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,335 | $56.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,450 | $60.0K | 0.00% | −257−15.1% | Reduced |
| McMillion Capital Management Inc | 1,468 | $61.0K | 0.06% | 00.0% | Unchanged |
| Tobam | 1,543 | $64.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,564 | $65.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,737 | $72.5K | 0.00% | +147+9.2% | Added |
| Wipfli Financial Advisors LLC, | 1,750 | $73.0K | 0.01% | +1,750 | New |
| Sentry Investment Management LLC | 1,805 | $75.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,000 | $83.4K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $89.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,210 | $92.0K | 0.00% | +274+14.2% | Added |
| Atlantic Trust, LLC | 2,377 | $99.0K | 0.03% | +2,377 | New |
| CWM, LLC | 2,447 | $102.0K | 0.00% | +583+31.3% | Added |
| Federation des caisses Desjardins du Quebec | 2,446 | $102.0K | 0.00% | −1,861−43.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,553 | $106.0K | 0.01% | −1,628−38.9% | Reduced |
| Desjardins Global Asset Management Inc. | 2,620 | $109.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,622 | $109.4K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,778 | $116.0K | 0.02% | +175+6.7% | Added |
| Allworth Financial LP | 2,859 | $119.0K | 0.00% | +1,259+78.7% | Added |
| Ossiam | 2,897 | $121.0K | 0.00% | −9,526−76.7% | Reduced |
| Whittier Trust Co | 3,164 | $132.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,242 | $135.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 3,500 | $146.0K | 0.14% | +3,500 | New |
| Ameritas Investment Partners, Inc. | 3,758 | $156.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 4,157 | $173.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,828 | $201.0K | 0.01% | +4,828 | New |
| Eagle Bay Advisors LLC | 4,824 | $201.0K | 0.12% | +4,824 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 4,839 | $202.0K | 0.01% | +4,839 | New |
| Ninepoint Partners LP | 4,857 | $203.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,900 | $205.0K | 0.01% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $209.0K | 0.03% | −5,000−50.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 5,106 | $217.0K | 0.06% | +51+1.0% | Added |
| Susquehanna International Group, LLP | 5,355 | $223.0K | 0.00% | −35,609−86.9% | Reduced |
| Tower Bridge Advisors | 5,400 | $225.2K | 0.02% | −400−6.9% | Reduced |