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 |
|---|---|---|---|---|---|
| CWM, LLC | 4,881 | $200.0K | 0.00% | +722+17.4% | Added |
| Banque Cantonale Vaudoise | 4,900 | $201.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 4,907 | $201.5K | 0.00% | +4,907 | New |
| Eagle Bay Advisors LLC | 4,930 | $202.4K | 0.11% | −1,045−17.5% | Reduced |
| Sandia Investment Management LP | 5,000 | $205.3K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,008 | $205.6K | 0.02% | +5,008 | New |
| Tower Bridge Advisors | 5,100 | $209.4K | 0.02% | +5,100 | New |
| Credit Agricole S A | 5,111 | $209.9K | 0.01% | −1,536−23.1% | Reduced |
| Leavell Investment Management, Inc. | 5,132 | $211.0K | 0.02% | −900−14.9% | Reduced |
| Ellevest, Inc. | 5,208 | $213.8K | 0.02% | +799+18.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,380 | $220.9K | 0.00% | +191+3.7% | Added |
| Snowden Capital Advisors LLC | 5,455 | $224.0K | 0.01% | +271+5.2% | Added |
| Karpas Strategies, LLC | 5,456 | $224.0K | 0.08% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,845 | $240.0K | 0.03% | +5,845 | New |
| Ballentine Partners, LLC | 5,859 | $240.6K | 0.01% | +5,859 | New |
| KCM Investment Advisors LLC | 6,000 | $246.4K | 0.01% | −63−1.0% | Reduced |
| Michael B. Yongue | 6,000 | $246.4K | 0.24% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,112 | $251.0K | 0.00% | −2,364−27.9% | Reduced |
| Baird Financial Group, Inc. | 6,153 | $252.6K | 0.00% | +929+17.8% | Added |
| Arcus Capital Partners, LLC | 6,300 | $258.7K | 0.09% | +2,905+85.6% | Added |
| Bleakley Financial Group, LLC | 6,344 | $260.5K | 0.01% | +70+1.1% | Added |
| Sawtooth Solutions, LLC | 6,346 | $260.6K | 0.01% | +6,346 | New |
| Graves-Light Private Wealth Management, Inc. | 6,347 | $260.6K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,576 | $270.0K | 0.00% | +6,576 | New |
| Alberta Investment Management Corp | 6,700 | $275.1K | 0.00% | +6,700 | New |
| Wealthfront Advisers LLC | 6,792 | $278.9K | 0.00% | +6,792 | New |
| Ashford Capital Management Inc | 6,816 | $279.9K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,847 | $281.2K | 0.03% | +904+15.2% | Added |
| Bridgewater Associates, LP | 6,857 | $281.5K | 0.00% | −43,197−86.3% | Reduced |
| Derbend Asset Management | 6,864 | $281.8K | 0.21% | +62+0.9% | Added |
| Aptus Capital Advisors, LLC | 6,864 | $281.8K | 0.01% | +6,864 | New |
| Agf Management Ltd | 6,883 | $282.6K | 0.00% | +6,883 | New |
| Mercer Global Advisors Inc | 7,075 | $291.0K | 0.00% | +345+5.1% | Added |
| Chesapeake Wealth Management | 7,210 | $296.0K | 0.12% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,457 | $306.2K | 0.04% | −401−5.1% | Reduced |
| Verus Financial Partners, Inc. | 7,606 | $306.2K | 0.04% | +1,218+19.1% | Added |
| Capital Management Corp | 7,506 | $308.2K | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,556 | $310.3K | 0.02% | +228+3.1% | Added |
| Longfellow Investment Management Co LLC | 7,614 | $312.6K | 0.07% | 00.0% | Unchanged |
| US Bancorp | 7,628 | $313.2K | 0.00% | +1,334+21.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,725 | $317.2K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 7,810 | $320.7K | 0.02% | +1,273+19.5% | Added |
| Keybank National Association | 7,940 | $326.0K | 0.00% | +51+0.6% | Added |
| Federated Hermes, Inc. | 7,941 | $326.1K | 0.00% | −53−0.7% | Reduced |
| Finer Wealth Management, Inc. | 8,064 | $331.1K | 0.28% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 8,249 | $338.7K | 0.02% | +874+11.9% | Added |
| Cetera Investment Advisers | 8,393 | $344.6K | 0.00% | −699−7.7% | Reduced |
| Signaturefd, LLC | 8,401 | $344.9K | 0.01% | +7,273+644.8% | Added |
| FORA Capital, LLC | 8,524 | $350.0K | 0.04% | −23,226−73.2% | Reduced |
| Everence Capital Management Inc | 8,600 | $353.0K | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 8,839 | $362.9K | 0.00% | −69,869−88.8% | Reduced |
| Advisor Group Holdings, Inc. | 8,929 | $366.6K | 0.00% | −1,421−13.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 9,294 | $381.6K | 0.00% | +9,294 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,433 | $387.3K | 0.00% | +1,796+23.5% | Added |
| SG Americas Securities, LLC | 9,511 | $391.0K | 0.01% | +2,166+29.5% | Added |
| Tower Research Capital LLC (TRC) | 9,662 | $397.0K | 0.01% | −7,748−44.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,722 | $399.2K | 0.01% | +130+1.4% | Added |
| Metis Global Partners, LLC | 9,821 | $403.3K | 0.03% | +3,372+52.3% | Added |
| Cetera Advisor Networks LLC | 10,037 | $412.1K | 0.00% | +264+2.7% | Added |
| Ackerman Capital Advisors, LLC | 10,050 | $412.7K | 0.11% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,063 | $413.2K | 0.01% | +10,063 | New |
| Creative Planning | 10,555 | $433.4K | 0.00% | +1,706+19.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,004 | $452.0K | 0.04% | +58+0.5% | Added |
| Verition Fund Management LLC | 11,057 | $454.0K | 0.01% | −23,286−67.8% | Reduced |
| Hummer Financial Advisory Services Inc | 11,722 | $481.3K | 0.51% | 00.0% | Unchanged |
| Tiaa, FSB | 11,813 | $485.0K | 0.00% | +11,813 | New |
| Natixis | 11,948 | $490.6K | 0.00% | +11,948 | New |
| Toroso Investments, LLC | 12,425 | $510.0K | 0.02% | −3,228−20.6% | Reduced |
| APG Asset Management N.V. | 13,559 | $512.4K | 0.00% | −19,975−59.6% | Reduced |
| Naviter Wealth, LLC | 12,498 | $513.2K | 0.18% | +2,558+25.7% | Added |
| Moody National Bank Trust Division | 12,561 | $515.8K | 0.04% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 12,741 | $523.1K | 0.02% | +190+1.5% | Added |
| Versor Investments LP | 13,102 | $538.0K | 0.07% | +902+7.4% | Added |
| Janney Montgomery Scott LLC | 13,161 | $540.0K | 0.00% | +19+0.1% | Added |
| Ethic Inc. | 13,219 | $542.8K | 0.02% | +1,626+14.0% | Added |
| Advisors Asset Management, Inc. | 13,312 | $546.6K | 0.01% | −15,656−54.0% | Reduced |
| Atom Investors LP | 13,418 | $550.9K | 0.30% | +13,418 | New |
| Howland Capital Management LLC | 13,573 | $557.3K | 0.03% | +180+1.3% | Added |
| Pathstone Family Office, LLC | 13,861 | $570.1K | 0.01% | −3,298−19.2% | Reduced |
| Marshall Wace, LLP | 13,925 | $571.8K | 0.00% | +13,925 | New |
| Vanderbilt University | 13,930 | $572.0K | 0.14% | −1,338−8.8% | Reduced |
| Penserra Capital Management LLC | 14,023 | $574.0K | 0.01% | −34−0.2% | Reduced |
| Wexford Capital LP | 14,144 | $580.8K | 0.12% | −11,897−45.7% | Reduced |
| New Mexico Educational Retirement Board | 14,200 | $583.0K | 0.03% | −400−2.7% | Reduced |
| JustInvest LLC | 14,592 | $599.1K | 0.02% | +2,713+22.8% | Added |
| Ossiam | 14,786 | $607.1K | 0.01% | +8,379+130.8% | Added |
| Wolverine Trading, LLC | 15,561 | $621.0K | 0.02% | +15,561 | New |
| DoubleLine ETF Adviser LP | 15,394 | $632.1K | 0.27% | +1,818+13.4% | Added |
| Horizon Family Wealth, Inc. | 15,469 | $635.2K | 0.67% | +139+0.9% | Added |
| Engineers Gate Manager LP | 15,604 | $640.7K | 0.03% | −13,292−46.0% | Reduced |
| Crossmark Global Holdings, Inc. | 16,030 | $658.0K | 0.02% | +76+0.5% | Added |
| Partners in Financial Planning | 16,829 | $691.0K | 0.18% | 00.0% | Unchanged |
| Fifth Third Bancorp | 16,929 | $695.1K | 0.00% | +837+5.2% | Added |
| Stifel Financial Corp | 16,996 | $697.9K | 0.00% | +3,313+24.2% | Added |
| Allspring Global Investments Holdings, LLC | 17,147 | $704.1K | 0.00% | −6,113−26.3% | Reduced |
| HBK Sorce Advisory LLC | 17,462 | $717.0K | 0.03% | +17,462 | New |
| Intech Investment Management LLC | 18,200 | $747.3K | 0.01% | −11,650−39.0% | Reduced |
| Prudential PLC | 18,377 | $754.6K | 0.01% | +108+0.6% | Added |
| London Co of Virginia | 18,522 | $760.5K | 0.00% | −1,528−7.6% | Reduced |
| Ergoteles LLC | 18,639 | $765.3K | 0.03% | +18,639 | New |