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, Q4 2022
Institutional positions in UDR, Inc. as of Dec 31, 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
- 445
- +7 vs. Q3 2022
- Shares held
- 321.5M
- −1.41M (−0.4%) vs. Q3 2022
- Total value
- $12.5B
- −$1.01B (−7.5%) vs. Q3 2022
- New holders
- 58
- 177 more added
- Sold out
- 51
- 140 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 19 | $0 | 0.00% | −1,545−98.8% | Reduced |
| TCI Wealth Advisors, Inc. | 3 | $116 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $271 | 0.00% | +7 | New |
| Y.D. More Investments Ltd | 34 | $375 | 0.00% | +34 | New |
| Sutton Wealth Advisors Inc. | 13 | $503 | 0.00% | −8−38.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 17 | $658 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $898 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $1.20K | 0.00% | +19+158.3% | Added |
| Versant Capital Management, Inc | 33 | $1.28K | 0.00% | +7+26.9% | Added |
| Quent Capital, LLC | 36 | $1.39K | 0.00% | −154−81.1% | Reduced |
| Bell Investment Advisors, Inc | 39 | $1.51K | 0.00% | −37−48.7% | Reduced |
| Accurate Wealth Management, LLC | 40 | $1.55K | 0.00% | +40 | New |
| Prestige Wealth Management Group LLC | 40 | $1.55K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $2.00K | 0.00% | −55−53.9% | Reduced |
| Kozak & Associates, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $2.01K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 60 | $2.32K | 0.00% | +60 | New |
| Beaird Harris Wealth Management, LLC | 72 | $2.79K | 0.00% | +72 | New |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 81 | $3.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 89 | $3.45K | 0.00% | −153−63.2% | Reduced |
| Geneos Wealth Management Inc. | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 113 | $4.38K | 0.00% | +31+37.8% | Added |
| Earnest Partners LLC | 128 | $4.96K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $5.04K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 135 | $5.23K | 0.00% | +135 | New |
| Concord Wealth Partners | 150 | $5.81K | 0.00% | +150 | New |
| MV Capital Management, Inc. | 153 | $5.93K | 0.00% | +110+255.8% | Added |
| Plante Moran Financial Advisors, LLC | 169 | $6.54K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 177 | $6.86K | 0.01% | +177 | New |
| Massmutual Trust Co FSB | 174 | $7.00K | 0.00% | −82−32.0% | Reduced |
| Farmers & Merchants Investments Inc | 191 | $7.40K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 216 | $8.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 216 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 208 | $8.06K | 0.00% | +4+2.0% | Added |
| DT Investment Partners, LLC | 224 | $8.68K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 240 | $9.30K | 0.00% | +2+0.8% | Added |
| Glen Eagle Advisors, LLC | 241 | $9.33K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 242 | $9.37K | 0.00% | +90+59.2% | Added |
| Umb Bank N A | 261 | $10.0K | 0.00% | +261 | New |
| Quarry LP | 282 | $10.9K | 0.01% | +282 | New |
| Parkside Financial Bank & Trust | 296 | $11.5K | 0.00% | −137−31.6% | Reduced |
| Clear Street Markets LLC | 309 | $12.0K | 0.00% | −5,438−94.6% | Reduced |
| Riverview Trust Co | 322 | $12.0K | 0.01% | +322 | New |
| AdvisorNet Financial, Inc | 333 | $12.9K | 0.00% | −115−25.7% | Reduced |
| Annapolis Financial Services, LLC | 360 | $13.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 365 | $14.0K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 365 | $14.1K | 0.00% | +365 | New |
| Advanced Asset Management Advisors Inc | 380 | $14.7K | 0.00% | +380 | New |
| Parallel Advisors, LLC | 384 | $14.9K | 0.00% | −135−26.0% | Reduced |
| First Manhattan Co | 400 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 393 | $17.0K | 0.00% | +256+186.9% | Added |
| Acima Private Wealth, LLC | 455 | $17.6K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $19.4K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 541 | $20.0K | 0.00% | −11,920−95.7% | Reduced |
| Belpointe Asset Management LLC | 527 | $20.4K | 0.00% | +527 | New |
| Fortis Advisors, LLC | 540 | $20.9K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 691 | $26.8K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 706 | $27.3K | 0.00% | +83+13.3% | Added |
| Lindbrook Capital, LLC | 718 | $27.8K | 0.00% | −212−22.8% | Reduced |
| Addison Advisors LLC | 721 | $27.9K | 0.02% | +110+18.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 766 | $29.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 800 | $31.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 953 | $36.0K | 0.01% | −1,667−63.6% | Reduced |
| First Horizon Advisors, Inc. | 948 | $36.7K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,100 | $42.6K | 0.01% | +1,100 | New |
| Signaturefd, LLC | 1,128 | $43.7K | 0.00% | +369+48.6% | Added |
| Hanson & Doremus Investment Management | 1,196 | $46.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,189 | $46.0K | 0.01% | +55+4.9% | Added |
| Global Retirement Partners, LLC | 1,230 | $47.6K | 0.00% | +183+17.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,335 | $51.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,509 | $58.4K | 0.00% | −228−13.1% | Reduced |
| Allworth Financial LP | 1,592 | $61.7K | 0.00% | −1,267−44.3% | Reduced |
| American State Bank (Iowa) | 2,000 | $77.5K | 0.06% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $83.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,328 | $90.0K | 0.07% | +2,016+646.2% | Added |
| Atlantic Trust, LLC | 2,377 | $92.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,434 | $94.0K | 0.00% | +2,012+476.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,446 | $94.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,444 | $95.0K | 0.00% | +234+10.6% | Added |
| Tobam | 2,473 | $96.0K | 0.01% | +930+60.3% | Added |
| Capstone Investment Advisors, LLC | 2,523 | $97.7K | 0.00% | +2,523 | New |
| Atlas Capital Advisors LLC | 2,622 | $101.5K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,147 | $121.9K | 0.00% | +3,147 | New |
| Whittier Trust Co | 3,164 | $122.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,242 | $125.6K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,338 | $129.0K | 0.00% | +785+30.7% | Added |
| 3Chopt Investment Partners, LLC | 3,371 | $130.6K | 0.07% | +3,371 | New |
| Rockefeller Capital Management L.P. | 3,415 | $131.0K | 0.00% | −2,163−38.8% | Reduced |
| Arcus Capital Partners, LLC | 3,395 | $131.5K | 0.05% | +3,395 | New |
| Advisory Services Network, LLC | 3,444 | $133.4K | 0.00% | +3,444 | New |
| Legend Financial Advisors, Inc. | 3,500 | $135.6K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,744 | $145.0K | 0.02% | +966+34.8% | Added |
| Ameritas Investment Partners, Inc. | 3,758 | $150.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 4,159 | $161.0K | 0.00% | +1,712+70.0% | Added |
| Dark Forest Capital Management LP | 4,224 | $163.6K | 0.04% | −6,174−59.4% | Reduced |
| Ellevest, Inc. | 4,409 | $170.8K | 0.01% | −1,283−22.5% | Reduced |
| Ninepoint Partners LP | 4,645 | $180.0K | 0.03% | −212−4.4% | Reduced |
| Banque Cantonale Vaudoise | 4,900 | $190.0K | 0.01% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $193.7K | 0.03% | 00.0% | Unchanged |