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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 182 | $7.82K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 175 | $7.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 175 | $7.52K | 0.01% | +175 | New |
| HHM Wealth Advisors, LLC | 172 | $7.39K | 0.00% | −70−28.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 169 | $7.26K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 160 | $6.87K | 0.00% | +160 | New |
| Concord Wealth Partners | 150 | $6.44K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 142 | $6.10K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 137 | $5.89K | 0.00% | +137 | New |
| TD Waterhouse Canada Inc. | 99 | $5.72K | 0.00% | +99 | New |
| Investors Research Corp | 130 | $5.58K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 128 | $5.50K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $4.30K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $3.95K | 0.00% | +24+35.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 90 | $3.87K | 0.00% | +68+309.1% | Added |
| Zions Bancorporation, N.A. | 77 | $3.31K | 0.00% | +7+10.0% | Added |
| Smithfield Trust Co | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 69 | $3.00K | 0.00% | +69 | New |
| Farther Finance Advisors, LLC | 67 | $2.88K | 0.00% | +7+11.7% | Added |
| Kozak & Associates, Inc. | 54 | $2.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $2.23K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Prestige Wealth Management Group LLC | 40 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $1.68K | 0.00% | −12−23.5% | Reduced |
| Gradient Investments LLC | 34 | $1.46K | 0.00% | +34 | New |
| MCF Advisors LLC | 31 | $1.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $1.17K | 0.00% | +4+17.4% | Added |
| SRS Capital Advisors, Inc. | 26 | $1.12K | 0.00% | +26 | New |
| 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 |
| Moisand Fitzgerald Tamayo, LLC | 17 | $731 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $687 | 0.00% | +3+23.1% | Added |
| USA Financial Portformulas Corp | 14 | $601 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $516 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $473 | 0.00% | +11 | New |
| Motco | 5 | $215 | 0.00% | +5 | New |
| GW&K Investment Management, LLC | 11 | $0 | 0.00% | +11 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −755,395−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −260,793−100.0% | Sold out |
| Conversant Capital LLC | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −158,473−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −70,500−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −52,551−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −39,835−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −38,745−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −34,844−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −28,860−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −27,664−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,095−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −15,394−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,925−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −13,418−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,839−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,524−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −6,883−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −5,859−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −5,208−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,449−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |