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 |
|---|---|---|---|---|---|
| Capital Management Corp | 7,506 | $322.5K | 0.07% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,457 | $320.4K | 0.04% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 7,414 | $317.9K | 0.03% | +7,414 | New |
| Wealthfront Advisers LLC | 7,390 | $317.5K | 0.00% | +598+8.8% | Added |
| Baird Financial Group, Inc. | 7,291 | $313.2K | 0.00% | +1,138+18.5% | Added |
| US Bancorp | 7,285 | $313.0K | 0.00% | −343−4.5% | Reduced |
| Ergoteles LLC | 7,205 | $309.5K | 0.01% | −11,434−61.3% | Reduced |
| Chesapeake Wealth Management | 7,160 | $307.6K | 0.12% | −50−0.7% | Reduced |
| Verus Financial Partners, Inc. | 7,249 | $306.3K | 0.04% | −357−4.7% | Reduced |
| CI Private Wealth, LLC | 7,125 | $306.1K | 0.00% | +549+8.3% | Added |
| Cetera Investment Advisers | 6,993 | $300.4K | 0.00% | −1,400−16.7% | Reduced |
| Aptus Capital Advisors, LLC | 6,933 | $297.8K | 0.01% | +69+1.0% | Added |
| Derbend Asset Management | 6,933 | $297.8K | 0.20% | +69+1.0% | Added |
| Ashford Capital Management Inc | 6,816 | $292.8K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,718 | $288.6K | 0.03% | −129−1.9% | Reduced |
| Alberta Investment Management Corp | 6,700 | $287.8K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 6,564 | $282.0K | 0.05% | −6,538−49.9% | Reduced |
| Rockefeller Capital Management L.P. | 6,477 | $278.3K | 0.00% | +6,477 | New |
| Bleakley Financial Group, LLC | 6,450 | $277.1K | 0.01% | +106+1.7% | Added |
| Sawtooth Solutions, LLC | 6,411 | $275.4K | 0.01% | +65+1.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,347 | $272.7K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6,105 | $262.3K | 0.02% | +6,105 | New |
| Tiaa, FSB | 6,036 | $259.3K | 0.00% | −5,777−48.9% | Reduced |
| Exchange Traded Concepts, LLC | 6,003 | $257.9K | 0.01% | −4,060−40.3% | Reduced |
| Michael B. Yongue | 6,000 | $257.8K | 0.24% | 00.0% | Unchanged |
| Weiss Asset Management LP | 5,733 | $246.3K | 0.03% | +5,733 | New |
| Steward Partners Investment Advisory, LLC | 5,612 | $241.1K | 0.00% | −500−8.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 5,393 | $231.7K | 0.00% | +13+0.2% | Added |
| Duality Advisers, LP | 5,374 | $230.9K | 0.03% | +5,374 | New |
| Karpas Strategies, LLC | 5,356 | $230.1K | 0.08% | −100−1.8% | Reduced |
| Snowden Capital Advisors LLC | 5,151 | $221.3K | 0.01% | −304−5.6% | Reduced |
| Leavell Investment Management, Inc. | 5,132 | $220.0K | 0.01% | 00.0% | Unchanged |
| Tower Bridge Advisors | 5,100 | $219.1K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,008 | $215.1K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,940 | $212.2K | 0.02% | +4,940 | New |
| Banque Cantonale Vaudoise | 4,900 | $211.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 4,907 | $210.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,900 | $210.5K | 0.00% | +1,068+27.9% | Added |
| Stony Point Wealth Management Inc. | 4,868 | $209.1K | 0.10% | +4,868 | New |
| CWM, LLC | 4,853 | $208.0K | 0.00% | −28−0.6% | Reduced |
| XTX Topco Ltd | 4,788 | $205.7K | 0.04% | +4,788 | New |
| Two Sigma Securities, LLC | 4,772 | $205.0K | 0.02% | +4,772 | New |
| Simplex Trading, LLC | 4,685 | $201.0K | 0.01% | +247+5.6% | Added |
| Profund Advisors LLC | 4,678 | $201.0K | 0.01% | +4,678 | New |
| Eagle Bay Advisors LLC | 4,564 | $196.1K | 0.11% | −366−7.4% | Reduced |
| Federated Hermes, Inc. | 4,545 | $195.3K | 0.00% | −3,396−42.8% | Reduced |
| Desjardins Global Asset Management Inc. | 4,499 | $193.2K | 0.02% | +2,430+117.4% | Added |
| Horizon Investments, LLC | 4,487 | $190.9K | 0.01% | +353+8.5% | Added |
| Ameritas Investment Partners, Inc. | 3,758 | $161.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,349 | $143.9K | 0.01% | −359−9.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,257 | $140.0K | 0.00% | −405−11.1% | Reduced |
| Washington Trust Advisors, Inc. | 3,242 | $139.3K | 0.01% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,945 | $126.5K | 0.02% | −1,050−26.3% | Reduced |
| Westpac Banking Corp | 2,852 | $122.5K | 0.01% | −216,440−98.7% | Reduced |
| Atlas Capital Advisors LLC | 2,622 | $112.6K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 2,604 | $111.9K | 0.00% | −2,507−49.1% | Reduced |
| Ci Investments Inc. | 2,562 | $110.0K | 0.00% | +48+1.9% | Added |
| IFP Advisors, Inc | 2,867 | $105.4K | 0.01% | −908−24.1% | Reduced |
| Atlantic Trust, LLC | 2,377 | $102.1K | 0.03% | 00.0% | Unchanged |
| Tobam | 2,375 | $102.0K | 0.01% | +802+51.0% | Added |
| Whittier Trust Co | 2,187 | $93.9K | 0.00% | −977−30.9% | Reduced |
| Sandy Spring Bank | 2,150 | $92.4K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,010 | $86.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 1,629 | $70.0K | 0.00% | −15−0.9% | Reduced |
| Bessemer Group Inc | 1,590 | $68.0K | 0.00% | +1,053+196.1% | Added |
| McMillion Capital Management Inc | 1,468 | $63.1K | 0.06% | +1,468 | New |
| Federation des caisses Desjardins du Quebec | 1,446 | $62.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,379 | $59.0K | 0.04% | −707−33.9% | Reduced |
| Global Retirement Partners, LLC | 1,228 | $52.8K | 0.00% | +24+2.0% | Added |
| Hanson & Doremus Investment Management | 1,196 | $51.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,105 | $47.5K | 0.01% | −84−7.1% | Reduced |
| Disciplined Investments, LLC | 1,000 | $43.0K | 0.02% | +1,000 | New |
| Addison Advisors LLC | 995 | $42.7K | 0.02% | +130+15.0% | Added |
| TD Private Client Wealth LLC | 820 | $35.2K | 0.00% | −747−47.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 766 | $32.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 764 | $32.9K | 0.00% | +214+38.9% | Added |
| Lindbrook Capital, LLC | 746 | $32.0K | 0.00% | +34+4.8% | Added |
| M&R Capital Management Inc | 691 | $29.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 611 | $26.2K | 0.01% | +611 | New |
| Achmea Investment Management B.V. | 541 | $23.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $21.5K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 455 | $19.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 436 | $18.7K | 0.00% | +53+13.8% | Added |
| First Manhattan Co | 400 | $17.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 405 | $17.0K | 0.01% | −201−33.2% | Reduced |
| Annapolis Financial Services, LLC | 360 | $15.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 334 | $14.3K | 0.00% | +23+7.4% | Added |
| AdvisorNet Financial, Inc | 333 | $14.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 322 | $13.8K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 279 | $12.0K | 0.00% | +272+3,885.7% | Added |
| Umb Bank N A | 271 | $11.6K | 0.00% | +20+8.0% | Added |
| Valley National Advisers Inc | 236 | $11.0K | 0.00% | +20+9.3% | Added |
| Central Trust Co | 250 | $10.7K | 0.00% | +250 | New |
| Glen Eagle Advisors, LLC | 241 | $10.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 224 | $9.07K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 211 | $9.06K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 212 | $9.00K | 0.00% | −72−25.4% | Reduced |
| Farmers & Merchants Investments Inc | 191 | $8.21K | 0.00% | 00.0% | Unchanged |