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, Q2 2023
Institutional positions in UDR, Inc. as of Jun 30, 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
- 442
- +5 vs. Q1 2023
- Shares held
- 327.2M
- −2.85M (−0.9%) vs. Q1 2023
- Total value
- $14.1B
- +$495.3M (+3.7%) vs. Q1 2023
- New holders
- 48
- 136 more added
- Sold out
- 43
- 174 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding UDR, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 11 | $0 | 0.00% | +11 | New |
| Motco | 5 | $215 | 0.00% | +5 | New |
| TFC Financial Management | 11 | $473 | 0.00% | +11 | New |
| Versant Capital Management, Inc | 12 | $516 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $601 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $687 | 0.00% | +3+23.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 17 | $731 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 14 | $1.00K | 0.00% | +1+7.7% | Added |
| SkyView Investment Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 26 | $1.12K | 0.00% | +26 | New |
| Abound Wealth Management | 27 | $1.17K | 0.00% | +4+17.4% | Added |
| MCF Advisors LLC | 31 | $1.33K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 34 | $1.46K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 39 | $1.68K | 0.00% | −12−23.5% | Reduced |
| Prestige Wealth Management Group LLC | 40 | $1.72K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 40 | $2.00K | 0.00% | +40 | New |
| Cape Investment Advisory, Inc. | 50 | $2.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $2.15K | 0.00% | +25+100.0% | Added |
| Y.D. More Investments Ltd | 50 | $2.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $2.23K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 54 | $2.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 67 | $2.88K | 0.00% | +7+11.7% | Added |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 69 | $3.00K | 0.00% | +69 | New |
| Zions Bancorporation, N.A. | 77 | $3.31K | 0.00% | +7+10.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 90 | $3.87K | 0.00% | +68+309.1% | Added |
| EverSource Wealth Advisors, LLC | 92 | $3.95K | 0.00% | +24+35.3% | Added |
| Geneos Wealth Management Inc. | 100 | $4.30K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 128 | $5.50K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $5.58K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 99 | $5.72K | 0.00% | +99 | New |
| West Tower Group, LLC | 137 | $5.89K | 0.00% | +137 | New |
| MV Capital Management, Inc. | 142 | $6.10K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 150 | $6.44K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 160 | $6.87K | 0.00% | +160 | New |
| Plante Moran Financial Advisors, LLC | 169 | $7.26K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 172 | $7.39K | 0.00% | −70−28.9% | Reduced |
| Quent Capital, LLC | 175 | $7.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 175 | $7.52K | 0.01% | +175 | New |
| Manchester Capital Management LLC | 182 | $7.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $8.21K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 212 | $9.00K | 0.00% | −72−25.4% | Reduced |
| Glassman Wealth Services | 211 | $9.06K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 224 | $9.07K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 241 | $10.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 250 | $10.7K | 0.00% | +250 | New |
| Valley National Advisers Inc | 236 | $11.0K | 0.00% | +20+9.3% | Added |
| Umb Bank N A | 271 | $11.6K | 0.00% | +20+8.0% | Added |
| Baker Avenue Asset Management, LP | 279 | $12.0K | 0.00% | +272+3,885.7% | Added |
| Riverview Trust Co | 322 | $13.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 333 | $14.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 334 | $14.3K | 0.00% | +23+7.4% | Added |
| Annapolis Financial Services, LLC | 360 | $15.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 405 | $17.0K | 0.01% | −201−33.2% | Reduced |
| First Manhattan Co | 400 | $17.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 436 | $18.7K | 0.00% | +53+13.8% | Added |
| Acima Private Wealth, LLC | 455 | $19.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $21.5K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 541 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 611 | $26.2K | 0.01% | +611 | New |
| M&R Capital Management Inc | 691 | $29.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 746 | $32.0K | 0.00% | +34+4.8% | Added |
| Parallel Advisors, LLC | 764 | $32.9K | 0.00% | +214+38.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 766 | $32.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 820 | $35.2K | 0.00% | −747−47.7% | Reduced |
| Addison Advisors LLC | 995 | $42.7K | 0.02% | +130+15.0% | Added |
| Disciplined Investments, LLC | 1,000 | $43.0K | 0.02% | +1,000 | New |
| Private Trust Co NA | 1,105 | $47.5K | 0.01% | −84−7.1% | Reduced |
| Hanson & Doremus Investment Management | 1,196 | $51.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,228 | $52.8K | 0.00% | +24+2.0% | Added |
| Covestor Ltd | 1,379 | $59.0K | 0.04% | −707−33.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,446 | $62.1K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 1,468 | $63.1K | 0.06% | +1,468 | New |
| Bessemer Group Inc | 1,590 | $68.0K | 0.00% | +1,053+196.1% | Added |
| Allworth Financial LP | 1,629 | $70.0K | 0.00% | −15−0.9% | Reduced |
| Legend Financial Advisors, Inc. | 2,000 | $85.9K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,000 | $85.9K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,010 | $86.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,150 | $92.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,187 | $93.9K | 0.00% | −977−30.9% | Reduced |
| Tobam | 2,375 | $102.0K | 0.01% | +802+51.0% | Added |
| Atlantic Trust, LLC | 2,377 | $102.1K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,867 | $105.4K | 0.01% | −908−24.1% | Reduced |
| Ci Investments Inc. | 2,562 | $110.0K | 0.00% | +48+1.9% | Added |
| Credit Agricole S A | 2,604 | $111.9K | 0.00% | −2,507−49.1% | Reduced |
| Atlas Capital Advisors LLC | 2,622 | $112.6K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,852 | $122.5K | 0.01% | −216,440−98.7% | Reduced |
| Ninepoint Partners LP | 2,945 | $126.5K | 0.02% | −1,050−26.3% | Reduced |
| Washington Trust Advisors, Inc. | 3,242 | $139.3K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,257 | $140.0K | 0.00% | −405−11.1% | Reduced |
| Quadrant Capital Group LLC | 3,349 | $143.9K | 0.01% | −359−9.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,758 | $161.4K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,487 | $190.9K | 0.01% | +353+8.5% | Added |
| Desjardins Global Asset Management Inc. | 4,499 | $193.2K | 0.02% | +2,430+117.4% | Added |
| Federated Hermes, Inc. | 4,545 | $195.3K | 0.00% | −3,396−42.8% | Reduced |
| Eagle Bay Advisors LLC | 4,564 | $196.1K | 0.11% | −366−7.4% | Reduced |
| Profund Advisors LLC | 4,678 | $201.0K | 0.01% | +4,678 | New |
| Simplex Trading, LLC | 4,685 | $201.0K | 0.01% | +247+5.6% | Added |