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 |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 5,456 | $228.0K | 0.09% | −500−8.4% | Reduced |
| Advisor Partners II, LLC | 5,528 | $231.0K | 0.02% | +5,528 | New |
| Rockefeller Capital Management L.P. | 5,578 | $232.0K | 0.00% | +668+13.6% | Added |
| Boothbay Fund Management, LLC | 5,607 | $234.0K | 0.01% | +5,607 | New |
| Colony Group LLC | 5,674 | $237.0K | 0.00% | −4,571−44.6% | Reduced |
| Ellevest, Inc. | 5,692 | $237.0K | 0.02% | +123+2.2% | Added |
| Snowden Capital Advisors LLC | 5,718 | $238.0K | 0.01% | −590−9.4% | Reduced |
| Renaissance Group LLC | 5,710 | $238.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,747 | $240.0K | 0.05% | +5,122+819.5% | Added |
| Cetera Advisor Networks LLC | 5,844 | $244.0K | 0.00% | −574−8.9% | Reduced |
| Stony Point Wealth Management Inc. | 5,903 | $246.0K | 0.18% | +5+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,924 | $247.0K | 0.00% | +1,211+25.7% | Added |
| Corient Capital Partners, LLC | 5,399 | $249.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,005 | $250.0K | 0.02% | −661−9.9% | Reduced |
| KCM Investment Advisors LLC | 6,000 | $250.0K | 0.01% | 00.0% | Unchanged |
| Michael B. Yongue | 6,000 | $250.0K | 0.25% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 6,015 | $251.0K | 0.00% | −400−6.2% | Reduced |
| Leavell Investment Management, Inc. | 6,032 | $252.0K | 0.02% | +900+17.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,060 | $253.0K | 0.00% | +911+17.7% | Added |
| Verus Financial Partners, Inc. | 6,367 | $255.0K | 0.04% | +8+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,114 | $255.0K | 0.00% | +284+4.9% | Added |
| Northwestern Mutual Wealth Management Co | 6,209 | $260.0K | 0.00% | −1,805−22.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,322 | $264.0K | 0.02% | +1,269+25.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,347 | $265.0K | 0.04% | 00.0% | Unchanged |
| Veriti Management LLC | 6,507 | $271.0K | 0.04% | −233−3.5% | Reduced |
| Creative Planning | 6,605 | $275.0K | 0.00% | +6,605 | New |
| US Bancorp | 6,654 | $278.0K | 0.00% | −18−0.3% | Reduced |
| Longfellow Investment Management Co LLC | 6,685 | $279.0K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,692 | $279.0K | 0.02% | +208+3.2% | Added |
| Ieq Capital, LLC | 6,756 | $282.0K | 0.01% | −9,228−57.7% | Reduced |
| Ashford Capital Management Inc | 6,816 | $284.0K | 0.04% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,000 | $292.0K | 0.06% | −1,081−13.4% | Reduced |
| Checchi Capital Advisers, LLC | 7,154 | $298.0K | 0.03% | +36+0.5% | Added |
| Prudential PLC | 7,247 | $302.0K | 0.00% | +807+12.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,281 | $304.0K | 0.00% | +36+0.5% | Added |
| Kinneret Advisory, LLC | 7,358 | $307.0K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 7,400 | $309.0K | 0.00% | −87−1.2% | Reduced |
| Vestcor Inc | 7,501 | $313.0K | 0.01% | −29,665−79.8% | Reduced |
| Capital Management Corp | 7,506 | $313.0K | 0.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,598 | $317.0K | 0.00% | −468−5.8% | Reduced |
| Chesapeake Wealth Management | 7,724 | $322.0K | 0.15% | −351−4.3% | Reduced |
| Naviter Wealth, LLC | 7,908 | $330.0K | 0.13% | +7,908 | New |
| Toroso Investments, LLC | 7,983 | $333.0K | 0.01% | +1,839+29.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,042 | $335.0K | 0.00% | −43,076−84.3% | Reduced |
| Finer Wealth Management, Inc. | 8,064 | $336.0K | 0.33% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,728 | $337.0K | 0.01% | +1,173+15.5% | Added |
| Contravisory Investment Management, Inc. | 8,273 | $345.0K | 0.12% | −91,398−91.7% | Reduced |
| Azzad Asset Management Inc | 9,696 | $363.3K | 0.04% | −10.0% | Reduced |
| Bridgewater Associates, LP | 8,944 | $373.0K | 0.00% | −352,065−97.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,976 | $374.0K | 0.01% | +25+0.3% | Added |
| Park Avenue Securities LLC | 9,105 | $380.0K | 0.01% | +3,889+74.6% | Added |
| Baird Financial Group, Inc. | 9,172 | $383.0K | 0.00% | +2,381+35.1% | Added |
| Shell Asset Management Co | 9,571 | $399.0K | 0.02% | −3,067−24.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,835 | $410.0K | 0.01% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 10,050 | $419.0K | 0.12% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,253 | $428.0K | 0.01% | +2,414+30.8% | Added |
| Csenge Advisory Group | 10,337 | $431.0K | 0.04% | +18+0.2% | Added |
| Fox Run Management, L.L.C. | 10,382 | $433.0K | 0.17% | −2,812−21.3% | Reduced |
| Dark Forest Capital Management LP | 10,398 | $434.0K | 0.08% | +2,308+28.5% | Added |
| Tudor Investment Corp Et Al | 10,691 | $446.0K | 0.01% | −134,584−92.6% | Reduced |
| PEAK6 Investments LLC | 10,697 | $446.0K | 0.02% | −9,473−47.0% | Reduced |
| Alps Advisors Inc | 10,875 | $454.0K | 0.00% | −875−7.4% | Reduced |
| United Services Automobile Association | 10,950 | $456.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,946 | $457.0K | 0.04% | +721+7.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,345 | $473.0K | 0.01% | −617−5.2% | Reduced |
| Engineers Gate Manager LP | 11,505 | $480.0K | 0.03% | −4,282−27.1% | Reduced |
| Hummer Financial Advisory Services Inc | 11,722 | $489.0K | 0.57% | 00.0% | Unchanged |
| Howland Capital Management LLC | 11,988 | $500.0K | 0.03% | +3,014+33.6% | Added |
| ETF Managers Group, LLC | 12,013 | $501.0K | 0.02% | +533+4.6% | Added |
| Achmea Investment Management B.V. | 12,461 | $520.0K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 12,561 | $524.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,845 | $535.0K | 0.01% | −6,483−33.5% | Reduced |
| Oppenheimer & Co Inc | 13,101 | $546.0K | 0.01% | −14,100−51.8% | Reduced |
| Janney Montgomery Scott LLC | 13,107 | $547.0K | 0.00% | −2,584−16.5% | Reduced |
| Stifel Financial Corp | 13,205 | $551.0K | 0.00% | +302+2.3% | Added |
| Wexford Capital LP | 13,239 | $552.0K | 0.18% | −13,522−50.5% | Reduced |
| Wolverine Trading, LLC | 13,582 | $558.0K | 0.02% | +13,582 | New |
| Penserra Capital Management LLC | 13,643 | $567.0K | 0.02% | −2,755−16.8% | Reduced |
| Klingenstein Fields & Co LP | 13,701 | $571.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 13,924 | $581.0K | 0.00% | −3,758−21.3% | Reduced |
| APG Asset Management N.V. | 13,759 | $586.0K | 0.00% | +2,600+23.3% | Added |
| Vanderbilt University | 14,864 | $620.0K | 0.16% | +1,765+13.5% | Added |
| Ethic Inc. | 15,062 | $628.0K | 0.04% | −3,091−17.0% | Reduced |
| Horizon Family Wealth, Inc. | 15,211 | $635.0K | 0.78% | +146+1.0% | Added |
| New Mexico Educational Retirement Board | 15,300 | $638.0K | 0.03% | −1,300−7.8% | Reduced |
| Pathstone Family Office, LLC | 15,639 | $652.7K | 0.01% | +15,639 | New |
| Wolverine Asset Management LLC | 15,701 | $654.0K | 0.01% | +6,784+76.1% | Added |
| Partners in Financial Planning | 16,829 | $676.5K | 0.19% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,383 | $683.0K | 0.02% | +137+0.8% | Added |
| Glenmede Trust Co NA | 16,472 | $686.0K | 0.00% | +16,472 | New |
| MQS Management LLC | 17,009 | $709.0K | 0.46% | +17,009 | New |
| Fifth Third Bancorp | 17,298 | $721.0K | 0.00% | −4,739−21.5% | Reduced |
| Seeyond | 17,391 | $725.0K | 0.09% | −940−5.1% | Reduced |
| Rafferty Asset Management, LLC | 18,120 | $756.0K | 0.01% | +4,229+30.4% | Added |
| Mariner, LLC | 18,926 | $789.0K | 0.00% | +455+2.5% | Added |
| Lockheed Martin Investment Management Co | 19,190 | $800.0K | 0.06% | −3,100−13.9% | Reduced |
| Louisiana State Employees Retirement System | 19,500 | $813.0K | 0.02% | +500+2.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 19,571 | $816.0K | 0.11% | −108−0.5% | Reduced |
| Schulhoff & Co Inc | 19,900 | $830.0K | 0.43% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 19,957 | $832.0K | 0.14% | +1,731+9.5% | Added |