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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 5,175 | $200.0K | 0.00% | −3,930−43.2% | Reduced |
| Snowden Capital Advisors LLC | 5,184 | $200.8K | 0.01% | −534−9.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,189 | $201.0K | 0.00% | −871−14.4% | Reduced |
| Baird Financial Group, Inc. | 5,224 | $201.0K | 0.00% | −3,948−43.0% | Reduced |
| Karpas Strategies, LLC | 5,456 | $211.3K | 0.07% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,532 | $214.0K | 0.14% | +5,532 | New |
| PEAK6 Investments LLC | 5,901 | $228.5K | 0.01% | −4,796−44.8% | Reduced |
| Stevens Capital Management LP | 5,921 | $229.0K | 0.14% | +5,921 | New |
| Checchi Capital Advisers, LLC | 5,943 | $230.2K | 0.02% | −1,211−16.9% | Reduced |
| Eagle Bay Advisors LLC | 5,975 | $231.4K | 0.13% | +1,151+23.9% | Added |
| Quantamental Technologies LLC | 5,984 | $231.8K | 0.11% | +5,984 | New |
| Bayesian Capital Management, LP | 6,000 | $232.4K | 0.03% | −1,000−14.3% | Reduced |
| Michael B. Yongue | 6,000 | $232.4K | 0.22% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 6,032 | $234.0K | 0.02% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 6,063 | $235.0K | 0.01% | +63+1.1% | Added |
| Profund Advisors LLC | 6,167 | $238.8K | 0.02% | +162+2.7% | Added |
| MQS Management LLC | 6,225 | $241.1K | 0.16% | −10,784−63.4% | Reduced |
| Holocene Advisors, LP | 6,253 | $242.2K | 0.00% | −37,263−85.6% | Reduced |
| Bleakley Financial Group, LLC | 6,274 | $243.0K | 0.01% | +6,274 | New |
| US Bancorp | 6,294 | $243.8K | 0.00% | −360−5.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,347 | $245.8K | 0.04% | 00.0% | Unchanged |
| Ossiam | 6,407 | $248.1K | 0.01% | +3,510+121.2% | Added |
| Metis Global Partners, LLC | 6,449 | $249.8K | 0.02% | +6,449 | New |
| Advisor Partners II, LLC | 6,537 | $253.2K | 0.02% | +1,009+18.3% | Added |
| Credit Agricole S A | 6,647 | $257.4K | 0.01% | +2,490+59.9% | Added |
| Mercer Global Advisors Inc | 6,730 | $261.0K | 0.00% | −868−11.4% | Reduced |
| Derbend Asset Management | 6,802 | $263.4K | 0.21% | +6,802 | New |
| Ashford Capital Management Inc | 6,816 | $264.0K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,861 | $265.7K | 0.11% | −3,521−33.9% | Reduced |
| Verus Financial Partners, Inc. | 6,388 | $272.1K | 0.04% | +21+0.3% | Added |
| Jane Street Group, LLC | 7,131 | $276.2K | 0.00% | −26,941−79.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,141 | $276.6K | 0.00% | +932+15.0% | Added |
| Chesapeake Wealth Management | 7,210 | $279.2K | 0.12% | −514−6.7% | Reduced |
| Boothbay Fund Management, LLC | 7,320 | $283.5K | 0.01% | +1,713+30.6% | Added |
| Wetherby Asset Management Inc | 7,328 | $283.8K | 0.02% | +636+9.5% | Added |
| SG Americas Securities, LLC | 7,345 | $284.0K | 0.00% | −2,908−28.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,375 | $285.6K | 0.02% | +1,053+16.7% | Added |
| Capital Management Corp | 7,506 | $290.7K | 0.07% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 7,546 | $292.0K | 0.00% | −180,187−96.0% | Reduced |
| Longfellow Investment Management Co LLC | 7,614 | $294.9K | 0.07% | +929+13.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,637 | $295.8K | 0.00% | +356+4.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,725 | $299.2K | 0.01% | +1,611+26.3% | Added |
| Kinneret Advisory, LLC | 7,858 | $304.3K | 0.04% | +500+6.8% | Added |
| Keybank National Association | 7,889 | $305.5K | 0.00% | +489+6.6% | Added |
| Federated Hermes, Inc. | 7,994 | $309.6K | 0.00% | −5,930−42.6% | Reduced |
| Finer Wealth Management, Inc. | 8,064 | $312.3K | 0.29% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,476 | $328.3K | 0.01% | −500−5.6% | Reduced |
| Kula Investments, LLC | 8,515 | $329.8K | 0.12% | +8,515 | New |
| Everence Capital Management Inc | 8,600 | $333.0K | 0.03% | +8,600 | New |
| Creative Planning | 8,849 | $342.7K | 0.00% | +2,244+34.0% | Added |
| National Bank of Canada | 8,938 | $346.2K | 0.00% | −251,421−96.6% | Reduced |
| Cetera Investment Advisers | 9,092 | $352.1K | 0.00% | +9,092 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,592 | $371.5K | 0.01% | −1,753−15.5% | Reduced |
| IFP Advisors, Inc | 10,007 | $373.0K | 0.01% | +1,279+14.7% | Added |
| Cetera Advisor Networks LLC | 9,773 | $378.5K | 0.00% | +3,929+67.2% | Added |
| Squarepoint Ops LLC | 9,784 | $378.9K | 0.00% | +9,784 | New |
| Ackerman Capital Advisors, LLC | 10,050 | $389.2K | 0.10% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 10,174 | $394.0K | 0.21% | −24,203−70.4% | Reduced |
| Advisor Group Holdings, Inc. | 10,350 | $400.2K | 0.00% | −36,964−78.1% | Reduced |
| Naviter Wealth, LLC | 9,940 | $407.6K | 0.11% | +2,032+25.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,946 | $424.0K | 0.04% | 00.0% | Unchanged |
| United Services Automobile Association | 10,950 | $424.0K | 0.01% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 11,000 | $426.0K | 0.52% | +11,000 | New |
| Ethic Inc. | 11,593 | $449.0K | 0.02% | −3,469−23.0% | Reduced |
| Hummer Financial Advisory Services Inc | 11,722 | $454.0K | 0.50% | 00.0% | Unchanged |
| JustInvest LLC | 11,879 | $460.1K | 0.02% | −9,153−43.5% | Reduced |
| Versor Investments LP | 12,200 | $472.5K | 0.04% | +12,200 | New |
| ETF Managers Group, LLC | 12,551 | $486.1K | 0.02% | +538+4.5% | Added |
| Capula Management Ltd | 12,554 | $486.2K | 0.05% | +12,554 | New |
| Moody National Bank Trust Division | 12,561 | $487.0K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 12,635 | $489.4K | 0.34% | +12,635 | New |
| Janney Montgomery Scott LLC | 13,142 | $509.0K | 0.00% | +35+0.3% | Added |
| Pathstone Family Office, LLC | 17,159 | $516.2K | 0.01% | +1,520+9.7% | Added |
| Howland Capital Management LLC | 13,393 | $518.7K | 0.03% | +1,405+11.7% | Added |
| DoubleLine ETF Adviser LP | 13,576 | $525.8K | 0.27% | +13,576 | New |
| Stifel Financial Corp | 13,683 | $529.9K | 0.00% | +478+3.6% | Added |
| Klingenstein Fields & Co LP | 13,701 | $530.6K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 14,057 | $543.0K | 0.01% | +414+3.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,469 | $560.4K | 0.00% | +6,427+79.9% | Added |
| New Mexico Educational Retirement Board | 14,600 | $565.0K | 0.03% | −700−4.6% | Reduced |
| Vanderbilt University | 15,268 | $591.3K | 0.15% | +404+2.7% | Added |
| Horizon Family Wealth, Inc. | 15,330 | $593.7K | 0.68% | +119+0.8% | Added |
| Jump Financial, LLC | 15,638 | $605.7K | 0.03% | +15,638 | New |
| Toroso Investments, LLC | 15,653 | $606.0K | 0.02% | +7,670+96.1% | Added |
| Crossmark Global Holdings, Inc. | 15,954 | $618.0K | 0.02% | −429−2.6% | Reduced |
| Fifth Third Bancorp | 16,092 | $623.2K | 0.00% | −1,206−7.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 16,218 | $628.1K | 0.01% | −287,673−94.7% | Reduced |
| Partners in Financial Planning | 16,829 | $649.4K | 0.18% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,410 | $674.0K | 0.03% | +4,565+35.5% | Added |
| Prudential PLC | 18,269 | $707.6K | 0.01% | +11,022+152.1% | Added |
| Mariner, LLC | 18,326 | $710.0K | 0.00% | −600−3.2% | Reduced |
| Greenland Capital Management LP | 19,000 | $735.9K | 0.13% | +19,000 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 19,571 | $758.0K | 0.09% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 19,800 | $767.0K | 0.02% | +300+1.5% | Added |
| Schulhoff & Co Inc | 19,900 | $770.7K | 0.35% | 00.0% | Unchanged |
| London Co of Virginia | 20,050 | $776.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 20,663 | $800.3K | 0.06% | −580−2.7% | Reduced |
| DuPont Capital Management Corp | 20,855 | $807.7K | 0.04% | −2,181−9.5% | Reduced |
| Lockheed Martin Investment Management Co | 21,490 | $832.3K | 0.06% | +2,300+12.0% | Added |
| Hartford Investment Management Co | 22,008 | $852.0K | 0.03% | −7,046−24.3% | Reduced |