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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 438 institutions
Q1 2021: 438 institutionsQ2 2021: 434 institutionsQ3 2021: 450 institutionsQ4 2021: 471 institutionsQ1 2022: 502 institutionsQ2 2022: 458 institutionsQ3 2022: 444 institutionsQ4 2022: 445 institutionsQ1 2023: 438 institutionsQ2 2023: 442 institutionsQ3 2023: 449 institutionsQ4 2023: 461 institutionsQ1 2024: 453 institutionsQ2 2024: 481 institutionsQ3 2024: 507 institutionsQ4 2024: 513 institutionsQ1 2025: 512 institutionsQ2 2025: 527 institutionsQ3 2025: 512 institutionsQ4 2025: 525 institutionsQ1 2026: 528 institutionsQ2 2026: 522 institutions
Value heldQ1 2023: $13.6B
Q1 2021: $13.1BQ2 2021: $15.4BQ3 2021: $16.8BQ4 2021: $19.2BQ1 2022: $18.5BQ2 2022: $14.8BQ3 2022: $13.5BQ4 2022: $12.5BQ1 2023: $13.6BQ2 2023: $14.1BQ3 2023: $11.4BQ4 2023: $12.3BQ1 2024: $12.2BQ2 2024: $13.3BQ3 2024: $14.9BQ4 2024: $14.5BQ1 2025: $15.0BQ2 2025: $13.5BQ3 2025: $11.3BQ4 2025: $12.5BQ1 2026: $11.0BQ2 2026: $13.5B
Institutions holding UDR and their total value by quarter
QuarterHoldersValue
Q2 2026522$13.5B
Q1 2026528$11.0B
Q4 2025525$12.5B
Q3 2025512$11.3B
Q2 2025527$13.5B
Q1 2025512$15.0B
Q4 2024513$14.5B
Q3 2024507$14.9B
Q2 2024481$13.3B
Q1 2024453$12.2B
Q4 2023461$12.3B
Q3 2023449$11.4B
Q2 2023442$14.1B
Q1 2023438$13.6B
Q4 2022445$12.5B
Q3 2022444$13.5B
Q2 2022458$14.8B
Q1 2022502$18.5B
Q4 2021471$19.2B
Q3 2021450$16.8B
Q2 2021434$15.4B
Q1 2021438$13.1B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q4 2022.

Institutions holding UDR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wetherby Asset Management Inc7,556$310.3K0.02%+228+3.1%Added
Capital Management Corp7,506$308.2K0.07%00.0%Unchanged
Verus Financial Partners, Inc.7,606$306.2K0.04%+1,218+19.1%Added
Kinneret Advisory, LLC7,457$306.2K0.04%−401−5.1%Reduced
Chesapeake Wealth Management7,210$296.0K0.12%00.0%Unchanged
Mercer Global Advisors Inc7,075$291.0K0.00%+345+5.1%Added
Agf Management Ltd6,883$282.6K0.00%+6,883New
Derbend Asset Management6,864$281.8K0.21%+62+0.9%Added
Aptus Capital Advisors, LLC6,864$281.8K0.01%+6,864New
Bridgewater Associates, LP6,857$281.5K0.00%−43,197−86.3%Reduced
Checchi Capital Advisers, LLC6,847$281.2K0.03%+904+15.2%Added
Ashford Capital Management Inc6,816$279.9K0.04%00.0%Unchanged
Wealthfront Advisers LLC6,792$278.9K0.00%+6,792New
Alberta Investment Management Corp6,700$275.1K0.00%+6,700New
CI Private Wealth, LLC6,576$270.0K0.00%+6,576New
Graves-Light Private Wealth Management, Inc.6,347$260.6K0.04%00.0%Unchanged
Sawtooth Solutions, LLC6,346$260.6K0.01%+6,346New
Bleakley Financial Group, LLC6,344$260.5K0.01%+70+1.1%Added
Arcus Capital Partners, LLC6,300$258.7K0.09%+2,905+85.6%Added
Baird Financial Group, Inc.6,153$252.6K0.00%+929+17.8%Added
Steward Partners Investment Advisory, LLC6,112$251.0K0.00%−2,364−27.9%Reduced
KCM Investment Advisors LLC6,000$246.4K0.01%−63−1.0%Reduced
Michael B. Yongue6,000$246.4K0.24%00.0%Unchanged
Ballentine Partners, LLC5,859$240.6K0.01%+5,859New
Landscape Capital Management, L.L.C.5,845$240.0K0.03%+5,845New
Karpas Strategies, LLC5,456$224.0K0.08%00.0%Unchanged
Snowden Capital Advisors LLC5,455$224.0K0.01%+271+5.2%Added
Raymond James Financial Services Advisors, Inc.5,380$220.9K0.00%+191+3.7%Added
Ellevest, Inc.5,208$213.8K0.02%+799+18.1%Added
Leavell Investment Management, Inc.5,132$211.0K0.02%−900−14.9%Reduced
Credit Agricole S A5,111$209.9K0.01%−1,536−23.1%Reduced
Tower Bridge Advisors5,100$209.4K0.02%+5,100New
Meeder Asset Management Inc5,008$205.6K0.02%+5,008New
Sandia Investment Management LP5,000$205.3K0.04%00.0%Unchanged
Eagle Bay Advisors LLC4,930$202.4K0.11%−1,045−17.5%Reduced
Veritable, L.P.4,907$201.5K0.00%+4,907New
Banque Cantonale Vaudoise4,900$201.0K0.01%00.0%Unchanged
CWM, LLC4,881$200.0K0.00%+722+17.4%Added
Machina Capital S.A.S.4,742$194.7K0.17%+4,742New
Venturi Wealth Management, LLC4,581$188.1K0.02%+4,581New
Simplex Trading, LLC4,438$182.0K0.01%+4,438New
Horizon Investments, LLC4,134$168.0K0.00%+4,134New
Ninepoint Partners LP3,995$164.0K0.02%−650−14.0%Reduced
Northwestern Mutual Wealth Management Co3,832$157.3K0.00%−3,309−46.3%Reduced
Ameritas Investment Partners, Inc.3,758$154.3K0.01%00.0%Unchanged
Quadrant Capital Group LLC3,708$152.3K0.02%−36−1.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S3,662$150.0K0.00%+324+9.7%Added
Dark Forest Capital Management LP3,586$147.2K0.04%−638−15.1%Reduced
Advisory Services Network, LLC3,449$141.6K0.00%+5+0.1%Added
IFP Advisors, Inc3,775$138.8K0.01%−6,232−62.3%Reduced
First Horizon Advisors, Inc.3,378$138.7K0.00%+2,430+256.3%Added
Washington Trust Advisors, Inc.3,242$133.1K0.01%00.0%Unchanged
Whittier Trust Co3,164$129.9K0.00%00.0%Unchanged
Atlas Capital Advisors LLC2,622$107.7K0.02%00.0%Unchanged
Group One Trading, L.P.2,597$106.6K0.01%+2,597New
Ci Investments Inc.2,514$103.0K0.00%+80+3.3%Added
Atlantic Trust, LLC2,377$97.6K0.03%00.0%Unchanged
Sandy Spring Bank2,150$88.3K0.01%00.0%Unchanged
Covestor Ltd2,086$86.0K0.07%−242−10.4%Reduced
Desjardins Global Asset Management Inc.2,069$85.0K0.01%+1,116+117.1%Added
Sentry Investment Management LLC2,010$83.0K0.03%+2,010New
Legend Financial Advisors, Inc.2,000$82.1K0.07%−1,500−42.9%Reduced
American State Bank (Iowa)2,000$82.1K0.06%00.0%Unchanged
Allworth Financial LP1,644$67.5K0.00%+52+3.3%Added
Tobam1,573$65.0K0.00%−900−36.4%Reduced
TD Private Client Wealth LLC1,567$64.3K0.00%+58+3.8%Added
Federation des caisses Desjardins du Quebec1,446$59.4K0.00%−1,000−40.9%Reduced
Whittier Trust Co of Nevada Inc1,335$54.8K0.00%00.0%Unchanged
Hanson & Doremus Investment Management1,196$49.0K0.01%00.0%Unchanged
Private Trust Co NA1,189$48.8K0.01%00.0%Unchanged
Global Retirement Partners, LLC1,204$48.4K0.00%−26−2.1%Reduced
International Assets Investment Management, LLC975$40.1K0.01%+975New
Addison Advisors LLC865$35.5K0.02%+144+20.0%Added
Cullen/Frost Bankers, Inc.800$32.8K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt766$31.4K0.00%00.0%Unchanged
Lindbrook Capital, LLC712$29.2K0.00%−6−0.8%Reduced
M&R Capital Management Inc691$28.4K0.01%00.0%Unchanged
Clear Street Markets LLC606$25.0K0.01%+297+96.1%Added
Belpointe Asset Management LLC568$23.3K0.00%+41+7.8%Added
Parallel Advisors, LLC550$22.6K0.00%+166+43.2%Added
Fortis Advisors, LLC540$22.2K0.01%00.0%Unchanged
Bessemer Group Inc537$22.0K0.00%−1,907−78.0%Reduced
Achmea Investment Management B.V.541$22.0K0.00%00.0%Unchanged
Duncker Streett & Co Inc500$20.5K0.00%00.0%Unchanged
Acima Private Wealth, LLC455$18.7K0.01%00.0%Unchanged
First Manhattan Co400$16.4K0.00%00.0%Unchanged
Massmutual Trust Co FSB383$15.7K0.00%+209+120.1%Added
Annapolis Financial Services, LLC360$14.8K0.00%00.0%Unchanged
AdvisorNet Financial, Inc333$13.7K0.00%00.0%Unchanged
Riverview Trust Co322$13.2K0.01%00.0%Unchanged
Parkside Financial Bank & Trust311$12.8K0.00%+15+5.1%Added
Ronald Blue Trust, Inc.284$11.0K0.00%−109−27.7%Reduced
Umb Bank N A251$10.3K0.00%−10−3.8%Reduced
Larson Financial Group LLC242$9.95K0.00%+2+0.8%Added
HHM Wealth Advisors, LLC242$9.94K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC241$9.89K0.00%00.0%Unchanged
DT Investment Partners, LLC224$9.23K0.00%00.0%Unchanged
Valley National Advisers Inc216$9.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC216$9.00K0.00%00.0%Unchanged
Glassman Wealth Services211$8.66K0.00%+3+1.4%Added