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, Q1 2023
Institutional positions in UDR, Inc. as of Mar 31, 2023. 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
- 438
- 0 vs. Q4 2022
- Shares held
- 330.0M
- +9.83M (+3.1%) vs. Q4 2022
- Total value
- $13.6B
- +$1.15B (+9.3%) vs. Q4 2022
- New holders
- 50
- 181 more added
- Sold out
- 50
- 128 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3 | $124 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $287 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 8 | $328 | 0.00% | +8 | New |
| Versant Capital Management, Inc | 12 | $484 | 0.00% | −21−63.6% | Reduced |
| Sutton Wealth Advisors Inc. | 13 | $534 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 50 | $568 | 0.00% | +16+47.1% | Added |
| USA Financial Portformulas Corp | 14 | $575 | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $699 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 22 | $903 | 0.00% | +22 | New |
| Abound Wealth Management | 23 | $952 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $1.00K | 0.00% | +13 | New |
| CVA Family Office, LLC | 25 | $1.03K | 0.00% | +25 | New |
| MCF Advisors LLC | 31 | $1.27K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $1.44K | 0.00% | +35 | New |
| Prestige Wealth Management Group LLC | 40 | $1.64K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 41 | $2.00K | 0.00% | −6−12.8% | Reduced |
| KB Financial Partners, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Cape Investment Advisory, Inc. | 50 | $2.05K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 51 | $2.10K | 0.00% | +12+30.8% | Added |
| Raffa Wealth Management, LLC | 52 | $2.13K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 54 | $2.21K | 0.00% | +1+1.9% | Added |
| Farther Finance Advisors, LLC | 60 | $2.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $2.71K | 0.00% | +66 | New |
| EverSource Wealth Advisors, LLC | 68 | $2.79K | 0.00% | −45−39.8% | Reduced |
| Zions Bancorporation, N.A. | 70 | $2.87K | 0.00% | −19−21.3% | Reduced |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 81 | $3.33K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 128 | $5.26K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $5.34K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 142 | $5.83K | 0.00% | −11−7.2% | Reduced |
| Concord Wealth Partners | 150 | $6.16K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 169 | $6.94K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 175 | $7.19K | 0.00% | +139+386.1% | Added |
| Manchester Capital Management LLC | 182 | $7.47K | 0.00% | +182 | New |
| Farmers & Merchants Investments Inc | 191 | $7.84K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 207 | $8.50K | 0.01% | +207 | New |
| Glassman Wealth Services | 211 | $8.66K | 0.00% | +3+1.4% | Added |
| Valley National Advisers Inc | 216 | $9.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 216 | $9.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 224 | $9.23K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 241 | $9.89K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 242 | $9.94K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 242 | $9.95K | 0.00% | +2+0.8% | Added |
| Umb Bank N A | 251 | $10.3K | 0.00% | −10−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 284 | $11.0K | 0.00% | −109−27.7% | Reduced |
| Parkside Financial Bank & Trust | 311 | $12.8K | 0.00% | +15+5.1% | Added |
| Riverview Trust Co | 322 | $13.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 333 | $13.7K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 360 | $14.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 383 | $15.7K | 0.00% | +209+120.1% | Added |
| First Manhattan Co | 400 | $16.4K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $18.7K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $20.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 537 | $22.0K | 0.00% | −1,907−78.0% | Reduced |
| Achmea Investment Management B.V. | 541 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 540 | $22.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 550 | $22.6K | 0.00% | +166+43.2% | Added |
| Belpointe Asset Management LLC | 568 | $23.3K | 0.00% | +41+7.8% | Added |
| Clear Street Markets LLC | 606 | $25.0K | 0.01% | +297+96.1% | Added |
| M&R Capital Management Inc | 691 | $28.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 712 | $29.2K | 0.00% | −6−0.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 766 | $31.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 800 | $32.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 865 | $35.5K | 0.02% | +144+20.0% | Added |
| International Assets Investment Management, LLC | 975 | $40.1K | 0.01% | +975 | New |
| Global Retirement Partners, LLC | 1,204 | $48.4K | 0.00% | −26−2.1% | Reduced |
| Private Trust Co NA | 1,189 | $48.8K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,196 | $49.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,335 | $54.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,446 | $59.4K | 0.00% | −1,000−40.9% | Reduced |
| TD Private Client Wealth LLC | 1,567 | $64.3K | 0.00% | +58+3.8% | Added |
| Tobam | 1,573 | $65.0K | 0.00% | −900−36.4% | Reduced |
| Allworth Financial LP | 1,644 | $67.5K | 0.00% | +52+3.3% | Added |
| Legend Financial Advisors, Inc. | 2,000 | $82.1K | 0.07% | −1,500−42.9% | Reduced |
| American State Bank (Iowa) | 2,000 | $82.1K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,010 | $83.0K | 0.03% | +2,010 | New |
| Desjardins Global Asset Management Inc. | 2,069 | $85.0K | 0.01% | +1,116+117.1% | Added |
| Covestor Ltd | 2,086 | $86.0K | 0.07% | −242−10.4% | Reduced |
| Sandy Spring Bank | 2,150 | $88.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,377 | $97.6K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,514 | $103.0K | 0.00% | +80+3.3% | Added |
| Group One Trading, L.P. | 2,597 | $106.6K | 0.01% | +2,597 | New |
| Atlas Capital Advisors LLC | 2,622 | $107.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,164 | $129.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,242 | $133.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,378 | $138.7K | 0.00% | +2,430+256.3% | Added |
| IFP Advisors, Inc | 3,775 | $138.8K | 0.01% | −6,232−62.3% | Reduced |
| Advisory Services Network, LLC | 3,449 | $141.6K | 0.00% | +5+0.1% | Added |
| Dark Forest Capital Management LP | 3,586 | $147.2K | 0.04% | −638−15.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,662 | $150.0K | 0.00% | +324+9.7% | Added |
| Quadrant Capital Group LLC | 3,708 | $152.3K | 0.02% | −36−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,758 | $154.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,832 | $157.3K | 0.00% | −3,309−46.3% | Reduced |
| Ninepoint Partners LP | 3,995 | $164.0K | 0.02% | −650−14.0% | Reduced |
| Horizon Investments, LLC | 4,134 | $168.0K | 0.00% | +4,134 | New |
| Simplex Trading, LLC | 4,438 | $182.0K | 0.01% | +4,438 | New |
| Venturi Wealth Management, LLC | 4,581 | $188.1K | 0.02% | +4,581 | New |
| Machina Capital S.A.S. | 4,742 | $194.7K | 0.17% | +4,742 | New |