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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 333 | $12.9K | 0.00% | −115−25.7% | 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 |
| Parkside Financial Bank & Trust | 296 | $11.5K | 0.00% | −137−31.6% | Reduced |
| Quarry LP | 282 | $10.9K | 0.01% | +282 | New |
| Umb Bank N A | 261 | $10.0K | 0.00% | +261 | New |
| HHM Wealth Advisors, LLC | 242 | $9.37K | 0.00% | +90+59.2% | Added |
| Glen Eagle Advisors, LLC | 241 | $9.33K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 240 | $9.30K | 0.00% | +2+0.8% | Added |
| DT Investment Partners, LLC | 224 | $8.68K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 208 | $8.06K | 0.00% | +4+2.0% | Added |
| Valley National Advisers Inc | 216 | $8.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 216 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $7.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 174 | $7.00K | 0.00% | −82−32.0% | Reduced |
| My Personal CFO, LLC | 177 | $6.86K | 0.01% | +177 | New |
| Plante Moran Financial Advisors, LLC | 169 | $6.54K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 153 | $5.93K | 0.00% | +110+255.8% | Added |
| Concord Wealth Partners | 150 | $5.81K | 0.00% | +150 | New |
| CoreCap Advisors, LLC | 135 | $5.23K | 0.00% | +135 | New |
| Investors Research Corp | 130 | $5.04K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 128 | $4.96K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 113 | $4.38K | 0.00% | +31+37.8% | Added |
| Geneos Wealth Management Inc. | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 89 | $3.45K | 0.00% | −153−63.2% | Reduced |
| Proequities, Inc. | 81 | $3.14K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 72 | $2.79K | 0.00% | +72 | New |
| Farther Finance Advisors, LLC | 60 | $2.32K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 52 | $2.01K | 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 |
| Prestige Wealth Management Group LLC | 40 | $1.55K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 40 | $1.55K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 39 | $1.51K | 0.00% | −37−48.7% | Reduced |
| Quent Capital, LLC | 36 | $1.39K | 0.00% | −154−81.1% | Reduced |
| Versant Capital Management, Inc | 33 | $1.28K | 0.00% | +7+26.9% | Added |
| MCF Advisors LLC | 31 | $1.20K | 0.00% | +19+158.3% | Added |
| Abound Wealth Management | 23 | $898 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 17 | $658 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 13 | $503 | 0.00% | −8−38.1% | Reduced |
| Y.D. More Investments Ltd | 34 | $375 | 0.00% | +34 | New |
| Baker Avenue Asset Management, LP | 7 | $271 | 0.00% | +7 | New |
| TCI Wealth Advisors, Inc. | 3 | $116 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 19 | $0 | 0.00% | −1,545−98.8% | Reduced |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −1,987,500−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −986,159−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −540,642−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −262,490−100.0% | Sold out |
| Forward Management, LLC | 0 | $0 | 0.00% | −110,035−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −98,668−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −54,391−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −52,661−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −43,988−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −39,402−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −37,552−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −30,543−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −28,670−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −25,300−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −24,700−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −22,186−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,085−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −16,472−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −15,701−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,582−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −13,101−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −10,875−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,691−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −10,337−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −9,571−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −9,696−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −8,273−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −6,507−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −6,015−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,924−100.0% | Sold out |
| Stony Point Wealth Management Inc. | 0 | $0 | 0.00% | −5,903−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −5,710−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −5,674−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,106−100.0% | Sold out |
| Wilbanks Smith & Thomas Asset Management LLC | 0 | $0 | 0.00% | −4,839−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −4,828−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,805−100.0% | Sold out |
| McMillion Capital Management Inc | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Corsicana & Co. | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |