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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2022: 444 institutions
Q1 2021: 438 institutionsQ2 2021: 434 institutionsQ3 2021: 450 institutionsQ4 2021: 471 institutionsQ1 2022: 502 institutionsQ2 2022: 458 institutionsQ3 2022: 444 institutionsQ4 2022: 445 institutionsQ1 2023: 438 institutionsQ2 2023: 442 institutionsQ3 2023: 449 institutionsQ4 2023: 461 institutionsQ1 2024: 453 institutionsQ2 2024: 481 institutionsQ3 2024: 507 institutionsQ4 2024: 513 institutionsQ1 2025: 512 institutionsQ2 2025: 527 institutionsQ3 2025: 512 institutionsQ4 2025: 525 institutionsQ1 2026: 528 institutionsQ2 2026: 522 institutions
Value heldQ3 2022: $13.5B
Q1 2021: $13.1BQ2 2021: $15.4BQ3 2021: $16.8BQ4 2021: $19.2BQ1 2022: $18.5BQ2 2022: $14.8BQ3 2022: $13.5BQ4 2022: $12.5BQ1 2023: $13.6BQ2 2023: $14.1BQ3 2023: $11.4BQ4 2023: $12.3BQ1 2024: $12.2BQ2 2024: $13.3BQ3 2024: $14.9BQ4 2024: $14.5BQ1 2025: $15.0BQ2 2025: $13.5BQ3 2025: $11.3BQ4 2025: $12.5BQ1 2026: $11.0BQ2 2026: $13.5B
Institutions holding UDR and their total value by quarter
QuarterHoldersValue
Q2 2026522$13.5B
Q1 2026528$11.0B
Q4 2025525$12.5B
Q3 2025512$11.3B
Q2 2025527$13.5B
Q1 2025512$15.0B
Q4 2024513$14.5B
Q3 2024507$14.9B
Q2 2024481$13.3B
Q1 2024453$12.2B
Q4 2023461$12.3B
Q3 2023449$11.4B
Q2 2023442$14.1B
Q1 2023438$13.6B
Q4 2022445$12.5B
Q3 2022444$13.5B
Q2 2022458$14.8B
Q1 2022502$18.5B
Q4 2021471$19.2B
Q3 2021450$16.8B
Q2 2021434$15.4B
Q1 2021438$13.1B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q2 2022.

Institutions holding UDR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd312$13.0K0.01%−6−1.9%Reduced
Twin Tree Management, LP289$12.0K0.00%+205+244.0%Added
Massmutual Trust Co FSB256$11.0K0.00%+69+36.9%Added
Glen Eagle Advisors, LLC241$10.1K0.00%00.0%Unchanged
Zions Bancorporation, N.A.242$10.0K0.00%00.0%Unchanged
Larson Financial Group LLC238$10.0K0.00%+2+0.8%Added
MBM Wealth Consultants, LLC216$9.00K0.00%−298−58.0%Reduced
Valley National Advisers Inc216$9.00K0.00%00.0%Unchanged
Glassman Wealth Services204$9.00K0.00%00.0%Unchanged
DT Investment Partners, LLC224$9.00K0.00%+224New
Farmers & Merchants Investments Inc191$8.00K0.00%+35+22.4%Added
Quent Capital, LLC190$8.00K0.00%+190New
Plante Moran Financial Advisors, LLC169$7.00K0.00%00.0%Unchanged
Hudock, Inc.170$7.00K0.00%+170New
Ronald Blue Trust, Inc.137$6.00K0.00%+6+4.6%Added
HHM Wealth Advisors, LLC152$6.00K0.00%+152New
Earnest Partners LLC128$5.00K0.00%00.0%Unchanged
Investors Research Corp130$5.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.102$4.00K0.00%−205−66.8%Reduced
Brown Brothers Harriman & Co84$4.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.100$4.00K0.00%00.0%Unchanged
Crewe Advisors LLC95$4.00K0.00%+95New
Proequities, Inc.81$3.00K0.00%−18−18.2%Reduced
Smithfield Trust Co70$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc76$3.00K0.00%+12+18.8%Added
EverSource Wealth Advisors, LLC82$3.00K0.00%+82New
Raffa Wealth Management, LLC52$2.17K0.00%−14−21.2%Reduced
Kozak & Associates, Inc.53$2.00K0.00%+1+1.9%Added
Prestige Wealth Management Group LLC40$2.00K0.00%00.0%Unchanged
MV Capital Management, Inc.43$2.00K0.00%+24+126.3%Added
American Portfolios Advisors46$1.92K0.00%−100−68.5%Reduced
MCF Advisors LLC12$1.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp14$1.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC23$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc26$1.00K0.00%00.0%Unchanged
Core Alternative Capital24$1.00K0.00%00.0%Unchanged
Cambridge Trust Co14$1.00K0.00%+14New
Moisand Fitzgerald Tamayo, LLC17$1.00K0.00%+17New
HighMark Wealth Management LLC34$1.00K0.00%+34New
Abound Wealth Management23$9670.00%+23New
Sutton Wealth Advisors Inc.21$8760.00%+8+61.5%Added
Clearstead Advisors, LLC11$00.00%−2,377−99.5%Reduced
TCI Wealth Advisors, Inc.3$00.00%00.0%Unchanged
Wolff Wiese Magana LLC10$00.00%00.0%Unchanged
Wellington Management Group LLP0$00.00%−1,274,180−100.0%Sold out
Capital Growth Management LP0$00.00%−200,000−100.0%Sold out
Long Pond Capital, LP0$00.00%−153,501−100.0%Sold out
Capital Fund Management S.A.0$00.00%−87,421−100.0%Sold out
S. R. Schill & Associates0$00.00%−74,702−100.0%Sold out
UBS Oconnor LLC0$00.00%−72,200−100.0%Sold out
1832 Asset Management L.P.0$00.00%−36,346−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−29,985−100.0%Sold out
Cipher Capital LP0$00.00%−28,454−100.0%Sold out
Consolidated Investment Group LLC0$00.00%−25,000−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−24,475−100.0%Sold out
Jump Financial, LLC0$00.00%−20,663−100.0%Sold out
Simplex Trading, LLC0$00.00%−15,471−100.0%Sold out
Quadrature Capital Ltd0$00.00%−14,149−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−13,725−100.0%Sold out
Quantbot Technologies LP0$00.00%−12,244−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−11,807−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−11,100−100.0%Sold out
Private Advisor Group, LLC0$00.00%−10,896−100.0%Sold out
Fca Corp0$00.00%−9,951−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
Cetera Investment Advisers0$00.00%−6,792−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−5,334−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−4,773−100.0%Sold out
Boston Financial Mangement LLC0$00.00%−4,701−100.0%Sold out
Veritable, L.P.0$00.00%−4,683−100.0%Sold out
Commerce Bank0$00.00%−4,656−100.0%Sold out
Metis Global Partners, LLC0$00.00%−4,628−100.0%Sold out
Horst & Graben Wealth Management LLC0$00.00%−4,373−100.0%Sold out
Spire Wealth Management0$00.00%−3,958−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,482−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−1,030−100.0%Sold out
CX Institutional0$00.00%−481−100.0%Sold out
Baron Financial Group, LLC0$00.00%−400−100.0%Sold out
State of Wyoming0$00.00%−289−100.0%Sold out
Huntington National Bank0$00.00%−250−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−271−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−219−100.0%Sold out
Concord Wealth Partners0$00.00%−150−100.0%Sold out
Central Trust Co0$00.00%−120−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−128−100.0%Sold out
Curi Capital0$00.00%−135−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−135−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−92−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−69−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−12−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−27−100.0%Sold out
ACG Wealth0$00.00%−1−100.0%Sold out
Dixon Hubard Feinour & Brown Inc––––Not filed
Advisor Partners LLC––––Not filed
US Asset Management LLC––––Not filed
Private Capital Group, LLC––––Not filed