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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 8,042 | $335.0K | 0.00% | −43,076−84.3% | Reduced |
| Toroso Investments, LLC | 7,983 | $333.0K | 0.01% | +1,839+29.9% | Added |
| Naviter Wealth, LLC | 7,908 | $330.0K | 0.13% | +7,908 | New |
| Chesapeake Wealth Management | 7,724 | $322.0K | 0.15% | −351−4.3% | Reduced |
| Mercer Global Advisors Inc | 7,598 | $317.0K | 0.00% | −468−5.8% | 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 |
| Keybank National Association | 7,400 | $309.0K | 0.00% | −87−1.2% | Reduced |
| Kinneret Advisory, LLC | 7,358 | $307.0K | 0.04% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,281 | $304.0K | 0.00% | +36+0.5% | Added |
| Prudential PLC | 7,247 | $302.0K | 0.00% | +807+12.5% | Added |
| Checchi Capital Advisers, LLC | 7,154 | $298.0K | 0.03% | +36+0.5% | Added |
| Bayesian Capital Management, LP | 7,000 | $292.0K | 0.06% | −1,081−13.4% | Reduced |
| Ashford Capital Management Inc | 6,816 | $284.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,756 | $282.0K | 0.01% | −9,228−57.7% | 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 |
| US Bancorp | 6,654 | $278.0K | 0.00% | −18−0.3% | Reduced |
| Creative Planning | 6,605 | $275.0K | 0.00% | +6,605 | New |
| Veriti Management LLC | 6,507 | $271.0K | 0.04% | −233−3.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,347 | $265.0K | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,322 | $264.0K | 0.02% | +1,269+25.1% | Added |
| Northwestern Mutual Wealth Management Co | 6,209 | $260.0K | 0.00% | −1,805−22.5% | Reduced |
| 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 |
| Raymond James Financial Services Advisors, Inc. | 6,060 | $253.0K | 0.00% | +911+17.7% | Added |
| Leavell Investment Management, Inc. | 6,032 | $252.0K | 0.02% | +900+17.5% | Added |
| Wealthfront Advisers LLC | 6,015 | $251.0K | 0.00% | −400−6.2% | Reduced |
| 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 |
| Corient Capital Partners, LLC | 5,399 | $249.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,924 | $247.0K | 0.00% | +1,211+25.7% | Added |
| Stony Point Wealth Management Inc. | 5,903 | $246.0K | 0.18% | +5+0.1% | Added |
| Cetera Advisor Networks LLC | 5,844 | $244.0K | 0.00% | −574−8.9% | Reduced |
| Clear Street Markets LLC | 5,747 | $240.0K | 0.05% | +5,122+819.5% | 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 |
| 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 |
| Boothbay Fund Management, LLC | 5,607 | $234.0K | 0.01% | +5,607 | New |
| Rockefeller Capital Management L.P. | 5,578 | $232.0K | 0.00% | +668+13.6% | Added |
| Advisor Partners II, LLC | 5,528 | $231.0K | 0.02% | +5,528 | New |
| Karpas Strategies, LLC | 5,456 | $228.0K | 0.09% | −500−8.4% | Reduced |
| Tower Bridge Advisors | 5,400 | $225.2K | 0.02% | −400−6.9% | Reduced |
| Susquehanna International Group, LLP | 5,355 | $223.0K | 0.00% | −35,609−86.9% | Reduced |
| OPSEU Pension Plan Trust Fund | 5,106 | $217.0K | 0.06% | +51+1.0% | Added |
| Sandia Investment Management LP | 5,000 | $209.0K | 0.03% | −5,000−50.0% | Reduced |
| Banque Cantonale Vaudoise | 4,900 | $205.0K | 0.01% | 00.0% | Unchanged |
| Ninepoint Partners LP | 4,857 | $203.0K | 0.03% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,839 | $202.0K | 0.01% | +4,839 | New |
| 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 |
| Credit Agricole S A | 4,157 | $173.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,758 | $156.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 3,500 | $146.0K | 0.14% | +3,500 | New |
| Washington Trust Advisors, Inc. | 3,242 | $135.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 3,164 | $132.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 2,897 | $121.0K | 0.00% | −9,526−76.7% | Reduced |
| Allworth Financial LP | 2,859 | $119.0K | 0.00% | +1,259+78.7% | Added |
| Quadrant Capital Group LLC | 2,778 | $116.0K | 0.02% | +175+6.7% | Added |
| Atlas Capital Advisors LLC | 2,622 | $109.4K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,620 | $109.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,553 | $106.0K | 0.01% | −1,628−38.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,446 | $102.0K | 0.00% | −1,861−43.2% | Reduced |
| CWM, LLC | 2,447 | $102.0K | 0.00% | +583+31.3% | Added |
| Atlantic Trust, LLC | 2,377 | $99.0K | 0.03% | +2,377 | New |
| Bessemer Group Inc | 2,210 | $92.0K | 0.00% | +274+14.2% | Added |
| Sandy Spring Bank | 2,150 | $89.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,000 | $83.4K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,805 | $75.0K | 0.04% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,750 | $73.0K | 0.01% | +1,750 | New |
| TD Private Client Wealth LLC | 1,737 | $72.5K | 0.00% | +147+9.2% | Added |
| Lazard Asset Management LLC | 1,564 | $65.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,543 | $64.0K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 1,468 | $61.0K | 0.06% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,450 | $60.0K | 0.00% | −257−15.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,335 | $56.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,196 | $50.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,134 | $47.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,047 | $42.0K | 0.00% | −19−1.8% | Reduced |
| First Horizon Advisors, Inc. | 948 | $40.0K | 0.00% | +103+12.2% | Added |
| Lindbrook Capital, LLC | 930 | $39.0K | 0.01% | +287+44.6% | Added |
| CVA Family Office, LLC | 850 | $35.0K | 0.01% | +355+71.7% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $33.0K | 0.00% | 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 |
| M&R Capital Management Inc | 691 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 623 | $26.0K | 0.00% | −156,962−99.6% | Reduced |
| Addison Advisors LLC | 611 | $25.0K | 0.02% | +605+10,083.3% | Added |
| Fortis Advisors, LLC | 540 | $23.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 519 | $22.0K | 0.00% | −1,164−69.2% | Reduced |
| Duncker Streett & Co Inc | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 448 | $19.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $19.0K | 0.01% | 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 |
| First Manhattan Co | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 360 | $15.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 365 | $15.0K | 0.00% | +365 | New |